+105.2%
GSK vs VRSN
+292.3%
-187.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +1.1% | +1.4% | -0.3% | +0.8% |
| 30D | +6.3% | +3.9% | +2.5% | +5.4% |
| 3M | +1.8% | +9.3% | -7.5% | -0.4% |
| 6M | +1.7% | +6.7% | -5.0% | -0.3% |
| YTD | +6.5% | +30.0% | -23.5% | -1.0% |
| 1Y | +9.5% | +26.0% | -16.5% | +2.6% |
| 3Y | +65.3% | +53.1% | +12.2% | +45.2% |
| 5Y | +43.7% | +35.0% | +8.7% | +28.2% |
| All | +105.2% | +292.3% | -187.1% | +51.4% |
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