+46.2%
PFE vs VRSN
+285.2%
-239.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | 0.0% |
| 7D | -0.7% | -0.9% | +0.2% | -0.5% |
| 30D | +5.3% | +2.4% | +2.9% | +4.7% |
| 3M | +10.1% | +6.4% | +3.8% | +8.3% |
| 6M | +18.0% | +8.6% | +9.5% | +15.0% |
| YTD | +25.8% | +29.3% | -3.4% | +16.4% |
| 1Y | +28.4% | +27.2% | +1.2% | +19.3% |
| 3Y | +20.9% | +52.8% | -31.9% | +5.0% |
| 5Y | -21.5% | +36.7% | -58.2% | -31.1% |
| 10Y | +46.2% | +290.8% | -244.6% | +2.6% |
| All | +46.2% | +285.2% | -239.0% | +2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling