+129.9%
MRK vs VRSN
+33.8%
+96.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | -4.3% | +0.2% | -4.5% | -4.3% |
| 30D | +8.3% | +3.8% | +4.5% | +7.8% |
| 3M | +20.0% | +5.0% | +15.0% | +19.2% |
| 6M | +25.7% | +24.9% | +0.8% | +21.9% |
| YTD | +38.7% | +21.6% | +17.1% | +34.9% |
| 1Y | +74.7% | +2.4% | +72.3% | +73.9% |
| 3Y | +45.4% | +47.3% | -2.0% | +37.7% |
| All | +129.9% | +33.8% | +96.0% | +114.2% |
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