+20.6%
GEN vs VRSN
+30.0%
-9.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.6% | -1.4% |
| 7D | -0.7% | -2.1% | +1.4% | +0.2% |
| 30D | +2.6% | -3.9% | +6.6% | +4.3% |
| 3M | +15.8% | -0.1% | +15.9% | +15.7% |
| 6M | +33.1% | +16.4% | +16.7% | +25.6% |
| YTD | +11.3% | +17.2% | -5.9% | +4.3% |
| 1Y | +1.7% | +1.0% | +0.7% | +0.8% |
| 3Y | +58.1% | +39.1% | +19.0% | +35.8% |
| 5Y | +20.6% | +29.0% | -8.4% | +7.9% |
| All | +20.6% | +30.0% | -9.4% | +7.9% |
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