+33.2%
VRSN vs CHD
+33.2%
0.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | +1.4% | +3.6% | -2.2% | +0.4% |
| 30D | +3.9% | +10.4% | -6.6% | +1.0% |
| 3M | +9.3% | +12.2% | -2.8% | +5.9% |
| 6M | +6.7% | +19.9% | -13.3% | +1.5% |
| YTD | +30.0% | +36.4% | -6.4% | +19.2% |
| 1Y | +26.0% | +35.1% | -9.1% | +15.7% |
| 3Y | +53.1% | +29.2% | +23.9% | +39.8% |
| All | +33.2% | +33.2% | 0.0% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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