+234.1%
ABT vs VRSN
+292.3%
-58.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -1.3% | +1.4% | -2.7% | -1.9% |
| 30D | +6.0% | +3.9% | +2.2% | +4.4% |
| 3M | -1.9% | +9.3% | -11.2% | -5.7% |
| 6M | +31.2% | +6.7% | +24.5% | +26.8% |
| YTD | -11.2% | +30.0% | -41.3% | -21.9% |
| 1Y | -14.0% | +26.0% | -40.0% | -23.3% |
| 3Y | +20.7% | +53.1% | -32.5% | -4.3% |
| 5Y | -6.7% | +35.0% | -41.7% | -23.1% |
| All | +234.1% | +292.3% | -58.2% | +72.3% |
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