+499.9%
ABBV vs VRSN
+293.8%
+206.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.5% |
| 7D | -2.0% | -1.5% | -0.5% | -1.6% |
| 30D | +2.0% | +0.7% | +1.2% | +1.7% |
| 3M | +14.2% | +0.6% | +13.6% | +13.6% |
| 6M | +14.1% | +21.7% | -7.7% | +7.4% |
| YTD | +14.2% | +20.0% | -5.8% | +7.6% |
| 1Y | +24.2% | +3.2% | +21.1% | +21.8% |
| 3Y | +89.8% | +42.4% | +47.4% | +67.5% |
| 5Y | +187.2% | +33.0% | +154.2% | +153.3% |
| All | +499.9% | +293.8% | +206.1% | +319.1% |
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 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