+97.5%
REGN vs VRSN
+299.1%
-201.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.9% |
| 7D | -5.6% | +0.2% | -5.8% | -5.7% |
| 30D | -2.0% | +3.8% | -5.7% | -3.2% |
| 3M | +28.0% | +5.0% | +22.9% | +25.4% |
| 6M | +1.2% | +24.9% | -23.7% | -7.2% |
| YTD | +1.6% | +21.6% | -20.0% | -6.3% |
| 1Y | +38.2% | +2.4% | +35.8% | +35.2% |
| 3Y | -5.4% | +47.3% | -52.7% | -20.9% |
| 5Y | +21.3% | +34.7% | -13.5% | +2.5% |
| All | +97.5% | +299.1% | -201.6% | +34.5% |
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 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