+48.5%
PFE vs VRSN
+291.7%
-243.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +3.1% | +3.6% | -0.4% | +2.2% |
| 3M | +11.2% | +10.8% | +0.4% | +8.2% |
| 6M | +15.0% | +9.9% | +5.1% | +11.7% |
| YTD | +23.5% | +29.8% | -6.3% | +14.1% |
| 1Y | +18.9% | +26.3% | -7.4% | +10.7% |
| 3Y | +18.7% | +53.5% | -34.8% | +3.0% |
| 5Y | -24.0% | +34.8% | -58.8% | -33.0% |
| All | +48.5% | +291.7% | -243.2% | +4.8% |
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