+151.2%
GE vs VRSN
+291.7%
-140.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.3% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +7.6% | +3.6% | +4.0% | +6.4% |
| 3M | -9.3% | +10.8% | -20.1% | -12.4% |
| 6M | +11.5% | +9.9% | +1.6% | +7.2% |
| YTD | +7.9% | +29.8% | -22.0% | -3.0% |
| 1Y | +7.6% | +26.3% | -18.7% | -2.3% |
| 3Y | +265.9% | +53.5% | +212.4% | +203.4% |
| 5Y | +405.9% | +34.8% | +371.1% | +332.5% |
| All | +151.2% | +291.7% | -140.4% | +67.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling