+606.9%
GEV vs VRSN
+56.0%
+550.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -2.8% |
| 7D | -1.9% | -1.5% | -0.4% | -1.9% |
| 30D | -8.7% | +0.7% | -9.4% | -8.6% |
| 3M | +6.6% | +0.6% | +6.0% | +7.2% |
| 6M | +10.2% | +21.7% | -11.5% | +7.4% |
| YTD | +41.6% | +20.0% | +21.6% | +38.1% |
| 1Y | +43.9% | +3.2% | +40.7% | +47.1% |
| All | +606.9% | +56.0% | +550.9% | +533.4% |
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