+612.7%
VEEV vs VRSN
+454.1%
+158.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.4% | -0.3% | -1.6% |
| 7D | -5.2% | -2.1% | -3.0% | -3.8% |
| 30D | +14.9% | -3.9% | +18.8% | +17.7% |
| 3M | +58.4% | -0.1% | +58.5% | +57.8% |
| 6M | +35.5% | +16.4% | +19.1% | +21.6% |
| YTD | +18.6% | +17.2% | +1.4% | +5.7% |
| 1Y | -6.3% | +1.0% | -7.3% | -8.7% |
| 3Y | +20.2% | +39.1% | -18.9% | -8.5% |
| 5Y | -13.8% | +29.0% | -42.8% | -32.0% |
| 10Y | +542.0% | +275.8% | +266.2% | +177.0% |
| All | +612.7% | +454.1% | +158.6% | +118.3% |
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