+410.9%
GE vs VRSN
+7,135.0%
-6,724.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +2.7% | +1.4% | +1.2% | +2.4% |
| 30D | +8.1% | +3.9% | +4.2% | +7.3% |
| 3M | -7.9% | +9.3% | -17.2% | -9.4% |
| 6M | +12.9% | +6.7% | +6.2% | +11.0% |
| YTD | +8.2% | +30.0% | -21.9% | +2.1% |
| 1Y | +9.7% | +26.0% | -16.3% | +4.1% |
| 3Y | +266.1% | +53.1% | +213.0% | +233.1% |
| 5Y | +407.4% | +35.0% | +372.4% | +370.2% |
| 10Y | +150.3% | +291.7% | -141.4% | +90.7% |
| All | +410.9% | +7,135.0% | -6,724.2% | +99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling