+212.2%
GLD vs VRSN
+289.3%
-77.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +1.9% |
| 7D | +4.9% | -0.8% | +5.8% | +5.0% |
| 30D | -1.3% | +0.7% | -2.0% | -1.3% |
| 3M | -4.8% | +4.1% | -8.9% | -4.9% |
| 6M | -12.5% | +6.7% | -19.2% | -12.7% |
| YTD | -4.2% | +27.1% | -31.3% | -5.2% |
| 1Y | +3.0% | +28.0% | -24.9% | +1.9% |
| 3Y | +109.1% | +52.6% | +56.5% | +104.3% |
| 5Y | +121.6% | +33.3% | +88.3% | +116.8% |
| 10Y | +212.2% | +279.5% | -67.3% | +206.3% |
| All | +212.2% | +289.3% | -77.1% | +206.3% |
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