+76.7%
GSK vs VRSN
+299.1%
-222.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.3% |
| 7D | -3.5% | +0.2% | -3.7% | -3.6% |
| 30D | -3.4% | +3.8% | -7.2% | -4.3% |
| 3M | -8.1% | +5.0% | -13.1% | -9.4% |
| 6M | -11.1% | +24.9% | -36.0% | -16.3% |
| YTD | +0.7% | +21.6% | -20.9% | -4.8% |
| 1Y | +20.1% | +2.4% | +17.7% | +18.4% |
| 3Y | +46.1% | +47.3% | -1.2% | +29.5% |
| 5Y | +48.2% | +34.7% | +13.5% | +31.8% |
| All | +76.7% | +299.1% | -222.3% | +32.4% |
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