+221.8%
GWW vs VRSN
+32.1%
+189.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -0.8% |
| 7D | -3.1% | -1.5% | -1.6% | -2.7% |
| 30D | -2.3% | +0.7% | -3.1% | -2.6% |
| 3M | -3.3% | +0.6% | -3.9% | -3.8% |
| 6M | +15.4% | +21.7% | -6.4% | +7.2% |
| YTD | +26.7% | +20.0% | +6.7% | +17.9% |
| 1Y | +29.0% | +3.2% | +25.8% | +26.6% |
| 3Y | +89.0% | +42.4% | +46.6% | +60.0% |
| 5Y | +221.8% | +33.0% | +188.8% | +167.3% |
| All | +221.8% | +32.1% | +189.7% | +167.3% |
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