+35.2%
PFE vs VRSN
+285.8%
-250.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.4% |
| 7D | -4.3% | -1.0% | -3.2% | -4.0% |
| 30D | +2.7% | -1.9% | +4.6% | +3.1% |
| 3M | +10.0% | +1.4% | +8.6% | +9.2% |
| 6M | +7.2% | +19.0% | -11.9% | +1.6% |
| YTD | +17.3% | +19.2% | -1.9% | +10.9% |
| 1Y | +20.3% | +1.7% | +18.6% | +18.5% |
| 3Y | -1.6% | +41.4% | -43.1% | -12.8% |
| 5Y | -21.4% | +31.7% | -53.0% | -30.4% |
| 10Y | +35.2% | +290.3% | -255.0% | -4.2% |
| All | +35.2% | +285.8% | -250.5% | -4.2% |
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 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