-3.1%
NVO vs VRSN
+33.8%
-36.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.5% | -2.5% |
| 7D | -7.6% | +0.2% | -7.8% | -7.6% |
| 30D | -6.0% | +3.8% | -9.7% | -6.8% |
| 3M | -0.8% | +5.0% | -5.8% | -2.2% |
| 6M | +16.5% | +24.9% | -8.4% | +8.6% |
| YTD | -11.1% | +21.6% | -32.7% | -16.7% |
| 1Y | -16.7% | +2.4% | -19.1% | -17.7% |
| 3Y | -52.9% | +47.3% | -100.3% | -57.2% |
| All | -3.1% | +33.8% | -36.9% | -10.9% |
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