+29.0%
BMY vs VRSN
+35.4%
-6.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +10.0% | +3.6% | +6.4% | +9.5% |
| 3M | -1.2% | +10.8% | -11.9% | -2.5% |
| 6M | +12.8% | +9.9% | +2.9% | +11.1% |
| YTD | +20.7% | +29.8% | -9.1% | +15.5% |
| 1Y | +32.6% | +26.3% | +6.3% | +27.5% |
| 3Y | +41.8% | +53.5% | -11.7% | +29.8% |
| 5Y | +29.0% | +34.8% | -5.8% | +15.1% |
| All | +29.0% | +35.4% | -6.4% | +15.1% |
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