+14.3%
PFE vs VRSN
+55.3%
-40.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.6% | -1.5% |
| 7D | -3.7% | +0.5% | -4.2% | -3.7% |
| 30D | +5.0% | +4.9% | +0.1% | +4.5% |
| 3M | +12.2% | +5.8% | +6.3% | +11.6% |
| 6M | +14.6% | +12.6% | +2.0% | +12.9% |
| YTD | +24.1% | +28.2% | -4.1% | +19.9% |
| 1Y | +26.6% | +30.4% | -3.9% | +21.9% |
| 3Y | +14.3% | +54.6% | -40.3% | +6.1% |
| All | +14.3% | +55.3% | -40.9% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling