+225.3%
GLDM vs VRSN
+128.2%
+97.1%
-28.0%
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 | +5.0% | -0.8% | +5.8% | +5.0% |
| 30D | -1.3% | +0.7% | -2.0% | -1.3% |
| 3M | -4.7% | +4.1% | -8.8% | -4.8% |
| 6M | -12.4% | +6.7% | -19.1% | -12.6% |
| YTD | -4.1% | +27.1% | -31.1% | -5.1% |
| 1Y | +3.3% | +28.0% | -24.6% | +2.2% |
| 3Y | +110.9% | +52.6% | +58.3% | +105.8% |
| 5Y | +124.8% | +33.3% | +91.5% | +119.8% |
| All | +225.3% | +128.2% | +97.1% | +218.1% |
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