+205.2%
PFE vs VRSN
+6,651.0%
-6,445.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.6% |
| 6M | +10.5% | +23.0% | -12.4% | +7.8% |
| YTD | +20.2% | +21.3% | -1.2% | +17.2% |
| 1Y | +24.1% | +6.7% | +17.3% | +22.6% |
| 3Y | -3.6% | +45.0% | -48.5% | -8.0% |
| 5Y | -20.9% | +35.0% | -55.9% | -24.4% |
| 10Y | +35.8% | +276.3% | -240.5% | +16.9% |
| All | +205.2% | +6,651.0% | -6,445.9% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling