+160.3%
GE vs VRSN
+293.7%
-133.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +1.1% |
| 7D | +4.0% | -1.2% | +5.3% | +4.4% |
| 30D | +11.1% | +3.8% | +7.3% | +9.7% |
| 3M | -6.7% | +9.5% | -16.3% | -9.6% |
| 6M | +14.3% | +10.3% | +4.0% | +9.7% |
| YTD | +11.7% | +30.5% | -18.7% | +0.3% |
| 1Y | +10.9% | +27.9% | -17.0% | +0.2% |
| 3Y | +279.0% | +54.3% | +224.7% | +213.8% |
| 5Y | +427.0% | +37.2% | +389.8% | +347.7% |
| All | +160.3% | +293.7% | -133.4% | +73.2% |
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 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