+710.2%
KGC vs VRSN
+285.8%
+424.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.1% |
| 7D | -0.1% | -1.0% | +0.9% | +0.1% |
| 30D | +10.5% | -1.9% | +12.4% | +10.9% |
| 3M | +19.8% | +1.4% | +18.4% | +18.9% |
| 6M | -6.7% | +19.0% | -25.7% | -11.2% |
| YTD | +7.8% | +19.2% | -11.4% | +2.1% |
| 1Y | +35.7% | +1.7% | +34.0% | +33.6% |
| 3Y | +553.7% | +41.4% | +512.3% | +482.5% |
| 5Y | +461.7% | +31.7% | +430.0% | +402.0% |
| 10Y | +710.2% | +290.3% | +419.9% | +493.0% |
| All | +710.2% | +285.8% | +424.4% | +493.0% |
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 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