+214.5%
CVX vs VRSN
+292.3%
-77.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | +3.4% | +1.4% | +2.0% | +2.9% |
| 30D | -1.0% | +3.9% | -4.8% | -2.3% |
| 3M | +12.2% | +9.3% | +2.9% | +8.4% |
| 6M | +20.3% | +6.7% | +13.7% | +16.8% |
| YTD | +48.3% | +30.0% | +18.3% | +32.7% |
| 1Y | +46.9% | +26.0% | +20.9% | +32.9% |
| 3Y | +73.1% | +53.1% | +20.0% | +41.4% |
| 5Y | +135.2% | +35.0% | +100.2% | +97.5% |
| All | +214.5% | +292.3% | -77.8% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling