+213.3%
GLD vs VRSN
+274.2%
-60.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.6% | -1.6% |
| 7D | +0.7% | -2.1% | +2.9% | +0.8% |
| 30D | +0.3% | -3.9% | +4.2% | +0.4% |
| 3M | +0.6% | -0.1% | +0.8% | +0.6% |
| 6M | -15.6% | +16.4% | -32.0% | -16.2% |
| YTD | +0.9% | +17.2% | -16.4% | +0.1% |
| 1Y | +19.4% | +1.0% | +18.4% | +19.3% |
| 3Y | +124.5% | +39.1% | +85.4% | +120.0% |
| 5Y | +138.9% | +29.0% | +109.9% | +133.8% |
| 10Y | +213.3% | +275.8% | -62.5% | +203.9% |
| All | +213.3% | +274.2% | -60.9% | +203.9% |
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