+2,707.0%
VRTX vs VRSN
+6,969.1%
-4,262.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | -0.4% | -0.8% | +0.4% | -0.2% |
| 30D | +8.0% | +0.7% | +7.3% | +7.7% |
| 3M | +11.0% | +4.1% | +6.9% | +9.6% |
| 6M | +28.2% | +6.7% | +21.5% | +24.9% |
| YTD | +21.5% | +27.1% | -5.6% | +12.2% |
| 1Y | +34.5% | +28.0% | +6.6% | +24.0% |
| 3Y | +49.5% | +52.6% | -3.2% | +29.6% |
| 5Y | +188.3% | +33.3% | +155.0% | +156.2% |
| 10Y | +493.1% | +279.5% | +213.6% | +297.6% |
| All | +2,707.0% | +6,969.1% | -4,262.1% | +1,158.2% |
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