+1,156.2%
ABBV vs VRSN
+655.7%
+500.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +4.2% | -0.2% | +4.3% | +4.1% |
| 3M | +14.8% | -0.3% | +15.1% | +14.4% |
| 6M | +10.3% | +23.0% | -12.7% | +2.9% |
| YTD | +14.9% | +21.3% | -6.5% | +7.3% |
| 1Y | +24.1% | +6.7% | +17.4% | +20.2% |
| 3Y | +91.9% | +45.0% | +47.0% | +67.0% |
| 5Y | +176.0% | +35.0% | +141.0% | +139.9% |
| 10Y | +502.9% | +276.3% | +226.6% | +257.4% |
| All | +1,156.2% | +655.7% | +500.5% | +515.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling