+604.1%
ABBV vs VRSN
+292.3%
+311.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.3% | +1.4% | -0.1% | +0.9% |
| 30D | +4.7% | +3.9% | +0.9% | +3.7% |
| 3M | +18.3% | +9.3% | +9.0% | +15.6% |
| 6M | +43.4% | +6.7% | +36.7% | +40.3% |
| YTD | +33.0% | +30.0% | +2.9% | +22.4% |
| 1Y | +30.8% | +26.0% | +4.8% | +21.5% |
| 3Y | +135.1% | +53.1% | +82.0% | +103.0% |
| 5Y | +201.2% | +35.0% | +166.2% | +165.8% |
| All | +604.1% | +292.3% | +311.8% | +339.7% |
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 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