+100.5%
GD vs VRSN
+34.7%
+65.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +2.7% | +1.4% | +1.2% | +2.3% |
| 30D | +8.6% | +3.9% | +4.8% | +7.7% |
| 3M | -7.1% | +9.3% | -16.4% | -9.0% |
| 6M | +7.5% | +6.7% | +0.8% | +5.5% |
| YTD | +9.9% | +30.0% | -20.1% | +2.4% |
| 1Y | +7.6% | +26.0% | -18.5% | +1.0% |
| 3Y | +56.2% | +53.1% | +3.1% | +37.6% |
| All | +100.5% | +34.7% | +65.8% | +75.3% |
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