+192.5%
JNJ vs VRSN
+299.1%
-106.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | -3.5% | +0.2% | -3.7% | -3.6% |
| 30D | +2.3% | +3.8% | -1.4% | +1.4% |
| 3M | +12.0% | +5.0% | +7.0% | +10.4% |
| 6M | +10.5% | +24.9% | -14.4% | +4.1% |
| YTD | +30.4% | +21.6% | +8.8% | +23.3% |
| 1Y | +52.1% | +2.4% | +49.7% | +50.0% |
| 3Y | +77.8% | +47.3% | +30.5% | +57.3% |
| 5Y | +82.9% | +34.7% | +48.1% | +62.5% |
| All | +192.5% | +299.1% | -106.5% | +108.4% |
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