+436.7%
GE vs VRSN
+30.0%
+406.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.2% |
| 7D | +1.2% | -2.1% | +3.3% | +1.7% |
| 30D | -9.5% | -3.9% | -5.6% | -8.6% |
| 3M | +4.1% | -0.1% | +4.3% | +3.7% |
| 6M | +3.9% | +16.4% | -12.5% | -1.8% |
| YTD | +9.0% | +17.2% | -8.2% | +2.3% |
| 1Y | +21.9% | +1.0% | +20.9% | +20.5% |
| 3Y | +281.8% | +39.1% | +242.7% | +229.8% |
| 5Y | +436.7% | +29.0% | +407.7% | +366.6% |
| All | +436.7% | +30.0% | +406.7% | +366.6% |
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 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