+56.7%
BDX vs VRSN
+299.1%
-242.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.4% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | -2.5% | +3.8% | -6.3% | -3.7% |
| 3M | +21.4% | +5.0% | +16.4% | +19.3% |
| 6M | +10.4% | +24.9% | -14.5% | +2.1% |
| YTD | +18.8% | +21.6% | -2.8% | +10.3% |
| 1Y | +21.7% | +2.4% | +19.3% | +19.4% |
| 3Y | -10.0% | +47.3% | -57.3% | -23.0% |
| 5Y | -1.8% | +34.7% | -36.6% | -15.4% |
| All | +56.7% | +299.1% | -242.4% | -3.5% |
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