+94.1%
NVS vs VRSN
+32.1%
+62.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -15.7% | -1.5% | -14.2% | -15.5% |
| 30D | -11.1% | +0.7% | -11.8% | -11.1% |
| 3M | -7.2% | +0.6% | -7.7% | -7.3% |
| 6M | -12.3% | +21.7% | -34.1% | -15.4% |
| YTD | +2.8% | +20.0% | -17.3% | -0.8% |
| 1Y | +11.9% | +3.2% | +8.8% | +11.0% |
| 3Y | +55.1% | +42.4% | +12.7% | +43.7% |
| 5Y | +94.1% | +33.0% | +61.1% | +75.9% |
| All | +94.1% | +32.1% | +62.0% | +75.9% |
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