+5,787.3%
VRSN vs CHD
+6,950.1%
-1,162.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.4% |
| 7D | +1.4% | +3.6% | -2.2% | 0.0% |
| 30D | +3.9% | +10.4% | -6.6% | -0.1% |
| 3M | +9.3% | +12.2% | -2.8% | +4.5% |
| 6M | +6.7% | +19.9% | -13.3% | -0.6% |
| YTD | +30.0% | +36.4% | -6.4% | +14.9% |
| 1Y | +26.0% | +35.1% | -9.1% | +11.6% |
| 3Y | +53.1% | +29.2% | +23.9% | +35.8% |
| 5Y | +35.0% | +33.4% | +1.6% | +16.5% |
| 10Y | +291.7% | +195.0% | +96.7% | +142.6% |
| All | +5,787.3% | +6,950.1% | -1,162.8% | +1,152.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling