+43.3%
GSK vs VRSN
+37.7%
+5.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | -1.1% | -1.2% | +0.2% | -0.9% |
| 30D | +7.8% | +3.8% | +4.1% | +7.2% |
| 3M | +0.3% | +9.5% | -9.2% | -1.2% |
| 6M | +3.4% | +10.3% | -6.8% | +1.5% |
| YTD | +5.9% | +30.5% | -24.6% | +0.3% |
| 1Y | +8.2% | +27.9% | -19.7% | +3.0% |
| 3Y | +65.3% | +54.3% | +11.0% | +48.8% |
| 5Y | +43.3% | +37.2% | +6.1% | +26.1% |
| All | +43.3% | +37.7% | +5.6% | +26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling