+106.7%
GLDM vs VRSN
+57.0%
+49.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +0.8% |
| 7D | +1.9% | +2.0% | -0.1% | +2.0% |
| 30D | -1.7% | +6.5% | -8.2% | -1.5% |
| 3M | -3.5% | +6.7% | -10.2% | -3.3% |
| 6M | -10.1% | +13.8% | -23.9% | -9.6% |
| YTD | -5.0% | +29.6% | -34.7% | -4.4% |
| 1Y | +2.8% | +29.5% | -26.7% | +3.5% |
| All | +106.7% | +57.0% | +49.7% | +103.8% |
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 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