+49.3%
GSK vs VRSN
+38.4%
+10.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.7% | -2.3% |
| 7D | -4.2% | -2.1% | -2.0% | -3.9% |
| 30D | -7.5% | -3.9% | -3.6% | -7.1% |
| 3M | -3.3% | -0.1% | -3.1% | -3.3% |
| 6M | -9.3% | +16.4% | -25.7% | -11.8% |
| YTD | +1.6% | +17.2% | -15.6% | -1.3% |
| 1Y | +25.5% | +1.0% | +24.5% | +25.9% |
| 3Y | +49.3% | +39.1% | +10.2% | +36.0% |
| All | +49.3% | +38.4% | +10.9% | +36.0% |
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