-20.7%
PFE vs VRSN
+34.9%
-55.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +10.2% | -0.2% | +10.4% | +10.2% |
| 3M | +12.7% | -0.3% | +13.0% | +12.5% |
| 6M | +10.5% | +23.0% | -12.4% | +5.7% |
| YTD | +20.2% | +21.3% | -1.2% | +15.0% |
| 1Y | +24.1% | +6.7% | +17.3% | +21.9% |
| 3Y | -3.6% | +45.0% | -48.5% | -12.8% |
| All | -20.7% | +34.9% | -55.6% | -32.4% |
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