+159.7%
GILD vs VRSN
+299.1%
-139.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.1% |
| 7D | -4.8% | +0.2% | -5.0% | -4.9% |
| 30D | +5.8% | +3.8% | +2.0% | +4.8% |
| 3M | +14.9% | +5.0% | +9.9% | +13.2% |
| 6M | -0.4% | +24.9% | -25.2% | -6.5% |
| YTD | +18.5% | +21.6% | -3.1% | +11.6% |
| 1Y | +25.1% | +2.4% | +22.7% | +23.3% |
| 3Y | +105.9% | +47.3% | +58.5% | +81.2% |
| 5Y | +143.0% | +34.7% | +108.2% | +115.0% |
| All | +159.7% | +299.1% | -139.3% | +79.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling