+176.4%
VRTX vs VRSN
+30.0%
+146.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -2.4% |
| 7D | -3.4% | -2.1% | -1.3% | -3.0% |
| 30D | +6.6% | -3.9% | +10.5% | +7.5% |
| 3M | +19.4% | -0.1% | +19.5% | +19.0% |
| 6M | +15.8% | +16.4% | -0.6% | +10.4% |
| YTD | +16.7% | +17.2% | -0.6% | +10.7% |
| 1Y | +33.8% | +1.0% | +32.8% | +32.4% |
| 3Y | +54.2% | +39.1% | +15.1% | +35.3% |
| 5Y | +176.4% | +29.0% | +147.4% | +132.6% |
| All | +176.4% | +30.0% | +146.4% | +132.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling