-3.1%
BSX vs VRSN
+32.1%
-35.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.3% |
| 7D | -8.2% | -1.5% | -6.7% | -7.7% |
| 30D | -15.8% | +0.7% | -16.5% | -16.1% |
| 3M | -10.8% | +0.6% | -11.4% | -11.3% |
| 6M | -38.4% | +21.7% | -60.1% | -42.4% |
| YTD | -54.8% | +20.0% | -74.8% | -57.6% |
| 1Y | -59.0% | +3.2% | -62.2% | -59.8% |
| 3Y | -20.0% | +42.4% | -62.4% | -31.0% |
| 5Y | -3.1% | +33.0% | -36.0% | -15.2% |
| All | -3.1% | +32.1% | -35.1% | -15.2% |
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