+24.3%
BMY vs VRSN
+30.8%
-6.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.7% |
| 7D | -4.8% | -1.0% | -3.8% | -4.7% |
| 30D | -0.7% | -1.9% | +1.2% | -0.4% |
| 3M | +15.3% | +1.4% | +14.0% | +14.9% |
| 6M | +8.5% | +19.0% | -10.5% | +5.2% |
| YTD | +23.4% | +19.2% | +4.2% | +19.4% |
| 1Y | +42.9% | +1.7% | +41.2% | +42.1% |
| 3Y | +22.0% | +41.4% | -19.5% | +12.6% |
| 5Y | +24.3% | +31.7% | -7.3% | +10.1% |
| All | +24.3% | +30.8% | -6.4% | +10.1% |
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