+561.8%
GWW vs VRSN
+299.1%
+262.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.2% |
| 7D | -3.4% | +0.2% | -3.6% | -3.4% |
| 30D | -1.9% | +3.8% | -5.7% | -3.4% |
| 3M | -2.4% | +5.0% | -7.4% | -4.7% |
| 6M | +15.7% | +24.9% | -9.1% | +4.6% |
| YTD | +27.6% | +21.6% | +6.0% | +15.9% |
| 1Y | +27.2% | +2.4% | +24.8% | +23.9% |
| 3Y | +89.7% | +47.3% | +42.3% | +54.3% |
| 5Y | +223.9% | +34.7% | +189.2% | +168.7% |
| All | +561.8% | +299.1% | +262.7% | +299.2% |
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