+29.0%
VRSN vs CPB
-38.5%
+67.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -3.6% |
| 7D | -2.1% | -8.2% | +6.1% | -1.0% |
| 30D | -3.9% | -5.6% | +1.7% | -3.2% |
| 3M | -0.1% | +3.0% | -3.1% | -0.8% |
| 6M | +16.4% | -12.7% | +29.1% | +18.2% |
| YTD | +17.2% | -18.0% | +35.2% | +19.8% |
| 1Y | +1.0% | -31.7% | +32.7% | +5.8% |
| 3Y | +39.1% | -41.0% | +80.0% | +47.8% |
| 5Y | +29.0% | -38.4% | +67.4% | +38.6% |
| All | +29.0% | -38.5% | +67.5% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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