+609.9%
MRK vs VRSN
+6,422.7%
-5,812.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.1% | -0.9% |
| 7D | -0.9% | -2.1% | +1.2% | -0.7% |
| 30D | +15.5% | -3.9% | +19.4% | +15.9% |
| 3M | +25.1% | -0.1% | +25.2% | +24.9% |
| 6M | +30.1% | +16.4% | +13.7% | +27.9% |
| YTD | +43.1% | +17.2% | +25.9% | +40.5% |
| 1Y | +82.5% | +1.0% | +81.5% | +81.5% |
| 3Y | +49.3% | +39.1% | +10.2% | +43.7% |
| 5Y | +130.3% | +29.0% | +101.2% | +121.7% |
| 10Y | +234.3% | +275.8% | -41.5% | +192.9% |
| All | +609.9% | +6,422.7% | -5,812.7% | +334.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling