-55.4%
GTLB vs VRSN
+37.7%
-93.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -3.3% |
| 7D | -6.6% | -1.0% | -5.5% | -5.6% |
| 30D | +13.7% | -1.9% | +15.6% | +15.7% |
| 3M | +52.9% | +1.4% | +51.5% | +49.6% |
| 6M | +88.5% | +19.0% | +69.4% | +53.7% |
| YTD | +23.4% | +19.2% | +4.2% | -0.8% |
| 1Y | -3.8% | +1.7% | -5.5% | -8.7% |
| 3Y | -11.5% | +41.4% | -52.9% | -47.4% |
| All | -55.4% | +37.7% | -93.1% | -71.7% |
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