+181.0%
ABBV vs VRSN
+30.8%
+150.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | -4.1% | -1.0% | -3.1% | -4.0% |
| 30D | +1.2% | -1.9% | +3.1% | +1.4% |
| 3M | +12.1% | +1.4% | +10.7% | +11.8% |
| 6M | +12.0% | +19.0% | -7.0% | +8.5% |
| YTD | +12.4% | +19.2% | -6.8% | +8.7% |
| 1Y | +22.9% | +1.7% | +21.3% | +22.4% |
| 3Y | +86.8% | +41.4% | +45.3% | +72.6% |
| 5Y | +181.0% | +31.7% | +149.4% | +157.4% |
| All | +181.0% | +30.8% | +150.3% | +157.4% |
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