+474.7%
VRTX vs VRSN
+291.7%
+183.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +11.8% | +3.6% | +8.3% | +10.2% |
| 3M | +3.2% | +10.8% | -7.6% | -1.2% |
| 6M | +21.0% | +9.9% | +11.1% | +15.1% |
| YTD | +19.7% | +29.8% | -10.1% | +4.9% |
| 1Y | +25.0% | +26.3% | -1.3% | +10.8% |
| 3Y | +45.2% | +53.5% | -8.3% | +14.2% |
| 5Y | +189.7% | +34.8% | +154.9% | +136.2% |
| All | +474.7% | +291.7% | +183.0% | +150.1% |
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