+201.6%
ABBV vs VRSN
+34.7%
+166.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.3% | +1.4% | -0.1% | +1.1% |
| 30D | +4.7% | +3.9% | +0.9% | +4.2% |
| 3M | +18.3% | +9.3% | +9.0% | +17.0% |
| 6M | +43.4% | +6.7% | +36.7% | +42.0% |
| YTD | +33.0% | +30.0% | +2.9% | +27.3% |
| 1Y | +30.8% | +26.0% | +4.8% | +25.9% |
| 3Y | +135.1% | +53.1% | +82.0% | +115.9% |
| All | +201.6% | +34.7% | +166.9% | +181.6% |
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