+9.3%
GEHC vs VRSN
+44.3%
-35.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -3.0% |
| 7D | -7.6% | -1.0% | -6.6% | -7.3% |
| 30D | -10.7% | -1.9% | -8.8% | -10.1% |
| 3M | -1.2% | +1.4% | -2.6% | -1.9% |
| 6M | -13.7% | +19.0% | -32.8% | -20.2% |
| YTD | -20.4% | +19.2% | -39.6% | -26.6% |
| 1Y | -17.0% | +1.7% | -18.7% | -17.9% |
| 3Y | +0.9% | +41.4% | -40.5% | -15.7% |
| All | +9.3% | +44.3% | -35.1% | -14.5% |
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