-21.1%
GIS vs VRSN
+299.1%
-320.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | -6.4% | +0.2% | -6.6% | -6.4% |
| 30D | -6.1% | +3.8% | -9.9% | -6.7% |
| 3M | +7.8% | +5.0% | +2.8% | +6.8% |
| 6M | -8.8% | +24.9% | -33.7% | -12.7% |
| YTD | -19.1% | +21.6% | -40.7% | -22.3% |
| 1Y | -24.8% | +2.4% | -27.2% | -25.6% |
| 3Y | -37.6% | +47.3% | -84.9% | -42.7% |
| 5Y | -25.4% | +34.7% | -60.2% | -31.4% |
| All | -21.1% | +299.1% | -320.2% | -36.5% |
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 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