+93.8%
GD vs VRSN
+34.5%
+59.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.4% |
| 7D | -5.0% | +0.5% | -5.4% | -5.1% |
| 30D | +8.9% | +4.9% | +4.0% | +7.8% |
| 3M | -8.0% | +5.8% | -13.9% | -9.3% |
| 6M | +2.9% | +12.6% | -9.7% | -0.3% |
| YTD | +7.1% | +28.2% | -21.2% | +0.1% |
| 1Y | +5.9% | +30.4% | -24.5% | -1.4% |
| 3Y | +53.9% | +54.6% | -0.7% | +35.0% |
| All | +93.8% | +34.5% | +59.3% | +68.2% |
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