-30.1%
GFS vs VRSN
+34.7%
-64.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +7.4% | +1.4% | +6.0% | +6.7% |
| 30D | -15.3% | +3.9% | -19.1% | -16.8% |
| 3M | -21.1% | +9.3% | -30.4% | -24.6% |
| 6M | -44.5% | +6.7% | -51.1% | -46.9% |
| YTD | +19.2% | +30.0% | -10.8% | -0.4% |
| 1Y | +27.2% | +26.0% | +1.2% | +8.5% |
| 3Y | -20.1% | +53.1% | -73.3% | -43.5% |
| All | -30.1% | +34.7% | -64.9% | -45.5% |
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