+102.5%
GD vs VRSN
+36.4%
+66.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.1% |
| 7D | -1.9% | -0.9% | -1.0% | -1.7% |
| 30D | +10.9% | +2.4% | +8.5% | +10.3% |
| 3M | -6.8% | +6.4% | -13.1% | -8.1% |
| 6M | +7.0% | +8.6% | -1.5% | +4.6% |
| YTD | +11.1% | +29.3% | -18.1% | +3.7% |
| 1Y | +7.0% | +27.2% | -20.2% | +0.3% |
| 3Y | +59.9% | +52.8% | +7.1% | +40.9% |
| 5Y | +102.5% | +36.7% | +65.7% | +75.8% |
| All | +102.5% | +36.4% | +66.1% | +75.8% |
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