+148.8%
GE vs VRSN
+291.2%
-142.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.4% |
| 7D | -1.2% | -1.0% | -0.2% | -0.9% |
| 30D | -11.3% | -1.9% | -9.4% | -10.8% |
| 3M | -1.4% | +1.4% | -2.8% | -2.5% |
| 6M | +1.2% | +19.0% | -17.8% | -5.8% |
| YTD | +5.9% | +19.2% | -13.3% | -2.0% |
| 1Y | +18.4% | +1.7% | +16.7% | +15.8% |
| 3Y | +271.0% | +41.4% | +229.5% | +216.0% |
| 5Y | +417.9% | +31.7% | +386.3% | +344.7% |
| All | +148.8% | +291.2% | -142.4% | +64.6% |
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