+35.0%
VRSN vs CAPR
+142.6%
-107.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.7% | -5.7% | -1.1% |
| 7D | +0.5% | +41.1% | -40.6% | +0.5% |
| 30D | +4.9% | +11.1% | -6.2% | +4.9% |
| 3M | +5.8% | +115.3% | -109.5% | +5.8% |
| 6M | +12.6% | -73.8% | +86.4% | +12.6% |
| YTD | +28.2% | -68.8% | +97.1% | +28.2% |
| 1Y | +30.4% | +43.3% | -12.9% | +29.9% |
| 3Y | +54.6% | +214.7% | -160.1% | +44.9% |
| All | +35.0% | +142.6% | -107.5% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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