+37.3%
GEHC vs VRSN
+57.2%
-19.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | +19.0% | +3.6% | +15.5% | +17.6% |
| 3M | +13.3% | +10.8% | +2.5% | +9.1% |
| 6M | +31.5% | +9.9% | +21.6% | +26.5% |
| YTD | 0.0% | +29.8% | -29.8% | -10.6% |
| 1Y | +9.4% | +26.3% | -16.9% | -1.0% |
| 3Y | +18.3% | +53.5% | -35.2% | -3.9% |
| All | +37.3% | +57.2% | -19.9% | +4.1% |
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