+418.3%
GE vs VRSN
+6,651.0%
-6,232.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -1.6% | +0.1% | -1.6% | -1.6% |
| 30D | -11.6% | -0.2% | -11.4% | -11.6% |
| 3M | +3.0% | -0.3% | +3.3% | +2.7% |
| 6M | -0.5% | +23.0% | -23.5% | -4.8% |
| YTD | +9.7% | +21.3% | -11.6% | +5.0% |
| 1Y | +20.0% | +6.7% | +13.3% | +17.4% |
| 3Y | +275.8% | +45.0% | +230.9% | +245.5% |
| 5Y | +429.1% | +35.0% | +394.0% | +390.3% |
| 10Y | +151.2% | +276.3% | -125.2% | +92.8% |
| All | +418.3% | +6,651.0% | -6,232.8% | +105.4% |
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