+60.7%
BMY vs VRSN
+299.1%
-238.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | -4.8% | +0.2% | -5.0% | -4.8% |
| 30D | -0.1% | +3.8% | -3.9% | -1.0% |
| 3M | +13.1% | +5.0% | +8.1% | +11.5% |
| 6M | +8.4% | +24.9% | -16.5% | +1.9% |
| YTD | +22.0% | +21.6% | +0.4% | +15.1% |
| 1Y | +40.3% | +2.4% | +37.9% | +38.2% |
| 3Y | +20.5% | +47.3% | -26.8% | +6.5% |
| 5Y | +23.7% | +34.7% | -11.0% | +9.6% |
| All | +60.7% | +299.1% | -238.3% | +14.6% |
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 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