+46.1%
MRK vs VRSN
+42.7%
+3.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -5.0% | -1.5% | -3.5% | -4.9% |
| 30D | +11.0% | +0.7% | +10.2% | +10.9% |
| 3M | +22.4% | +0.6% | +21.8% | +22.3% |
| 6M | +25.4% | +21.7% | +3.7% | +21.8% |
| YTD | +39.5% | +20.0% | +19.5% | +35.7% |
| 1Y | +78.0% | +3.2% | +74.8% | +77.7% |
| All | +46.1% | +42.7% | +3.4% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling