-35.4%
GIS vs VRSN
+41.8%
-77.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.8% |
| 7D | -8.6% | -1.0% | -7.6% | -8.5% |
| 30D | -0.5% | -1.9% | +1.4% | -0.3% |
| 3M | +11.9% | +1.4% | +10.5% | +11.4% |
| 6M | -11.6% | +19.0% | -30.6% | -13.8% |
| YTD | -16.3% | +19.2% | -35.5% | -18.5% |
| 1Y | -21.8% | +1.7% | -23.4% | -22.2% |
| All | -35.4% | +41.8% | -77.2% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling