+172.2%
CVX vs VRSN
+30.8%
+141.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.6% |
| 7D | +1.0% | -1.0% | +2.0% | +1.1% |
| 30D | +10.7% | -1.9% | +12.5% | +10.9% |
| 3M | +15.5% | +1.4% | +14.1% | +15.0% |
| 6M | +14.9% | +19.0% | -4.2% | +10.8% |
| YTD | +44.2% | +19.2% | +25.0% | +38.7% |
| 1Y | +43.5% | +1.7% | +41.8% | +42.8% |
| 3Y | +45.0% | +41.4% | +3.5% | +31.5% |
| 5Y | +172.2% | +31.7% | +140.5% | +142.1% |
| All | +172.2% | +30.8% | +141.4% | +142.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling