+1,048.4%
BDX vs VRSN
+6,422.7%
-5,374.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -2.7% |
| 7D | -4.3% | -2.1% | -2.1% | -4.1% |
| 30D | +1.3% | -3.9% | +5.2% | +1.6% |
| 3M | +20.2% | -0.1% | +20.4% | +20.2% |
| 6M | +8.6% | +16.4% | -7.8% | +6.8% |
| YTD | +19.0% | +17.2% | +1.7% | +16.7% |
| 1Y | +21.2% | +1.0% | +20.2% | +20.6% |
| 3Y | -9.7% | +39.1% | -48.8% | -13.2% |
| 5Y | -3.4% | +29.0% | -32.4% | -6.8% |
| 10Y | +53.9% | +275.8% | -222.0% | +35.0% |
| All | +1,048.4% | +6,422.7% | -5,374.3% | +598.4% |
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