+7.2%
GEHC vs VRSN
+47.2%
-40.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.0% |
| 7D | -7.2% | +0.2% | -7.4% | -7.2% |
| 30D | -11.6% | +3.8% | -15.3% | -12.8% |
| 3M | -0.8% | +5.0% | -5.9% | -2.7% |
| 6M | -11.9% | +24.9% | -36.8% | -20.0% |
| YTD | -21.9% | +21.6% | -43.6% | -28.5% |
| 1Y | -17.8% | +2.4% | -20.3% | -18.8% |
| 3Y | -3.5% | +47.3% | -50.9% | -20.8% |
| All | +7.2% | +47.2% | -40.1% | -16.8% |
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 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