+59.2%
VRTX vs VRSN
+43.2%
+16.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.1% |
| 7D | +0.8% | +0.1% | +0.8% | +0.8% |
| 30D | +12.6% | -0.2% | +12.8% | +12.7% |
| 3M | +23.6% | -0.3% | +23.9% | +23.7% |
| 6M | +14.3% | +23.0% | -8.7% | +10.6% |
| YTD | +20.5% | +21.3% | -0.9% | +16.7% |
| 1Y | +37.6% | +6.7% | +30.9% | +36.5% |
| All | +59.2% | +43.2% | +16.0% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling