+403.7%
GIS vs VRSN
+6,651.0%
-6,247.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.0% | -2.5% |
| 7D | -7.8% | +0.1% | -7.9% | -7.8% |
| 30D | +6.6% | -0.2% | +6.7% | +6.6% |
| 3M | +21.0% | -0.3% | +21.3% | +20.9% |
| 6M | -9.1% | +23.0% | -32.0% | -10.0% |
| YTD | -13.6% | +21.3% | -35.0% | -14.5% |
| 1Y | -18.0% | +6.7% | -24.7% | -18.4% |
| 3Y | -33.7% | +45.0% | -78.6% | -35.0% |
| 5Y | -19.4% | +35.0% | -54.5% | -21.0% |
| 10Y | -21.3% | +276.3% | -297.6% | -25.8% |
| All | +403.7% | +6,651.0% | -6,247.3% | +311.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling