+2,682.8%
VRTX vs VRSN
+6,651.0%
-3,968.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +0.8% | +0.1% | +0.8% | +0.8% |
| 30D | +12.6% | -0.2% | +12.8% | +12.6% |
| 3M | +23.6% | -0.3% | +23.9% | +23.0% |
| 6M | +14.3% | +23.0% | -8.7% | +7.0% |
| YTD | +20.5% | +21.3% | -0.9% | +12.8% |
| 1Y | +37.6% | +6.7% | +30.9% | +33.2% |
| 3Y | +55.5% | +45.0% | +10.6% | +36.9% |
| 5Y | +175.7% | +35.0% | +140.7% | +144.3% |
| 10Y | +474.2% | +276.3% | +197.9% | +286.0% |
| All | +2,682.8% | +6,651.0% | -3,968.3% | +1,164.6% |
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 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