+2,771.1%
GEN vs VRSN
+7,091.0%
-4,319.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.2% |
| 7D | +1.0% | -0.9% | +1.9% | +1.3% |
| 30D | +29.1% | +2.4% | +26.6% | +28.1% |
| 3M | +2.9% | +6.4% | -3.5% | +1.2% |
| 6M | +33.6% | +8.6% | +25.1% | +30.6% |
| YTD | +12.0% | +29.3% | -17.2% | +4.0% |
| 1Y | +16.2% | +27.2% | -11.0% | +8.2% |
| 3Y | +65.1% | +52.8% | +12.2% | +45.0% |
| 5Y | +33.3% | +36.7% | -3.4% | +19.6% |
| 10Y | +149.7% | +290.8% | -141.2% | +64.1% |
| All | +2,771.1% | +7,091.0% | -4,319.9% | +709.6% |
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