+14.6%
PFE vs VRSN
+13.9%
+0.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.6% | -1.6% |
| 7D | -3.7% | +0.5% | -4.2% | -3.6% |
| 30D | +5.0% | +4.9% | +0.1% | +5.1% |
| 3M | +12.2% | +5.8% | +6.3% | +12.4% |
| 6M | +14.6% | +12.6% | +2.0% | +15.5% |
| All | +14.6% | +13.9% | +0.7% | +15.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling