+934.0%
BE vs VRSN
+97.5%
+836.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.4% |
| 7D | +9.7% | -1.5% | +11.3% | +10.4% |
| 30D | +22.4% | +0.7% | +21.7% | +21.1% |
| 3M | +10.4% | +0.6% | +9.8% | +5.9% |
| 6M | +67.9% | +21.7% | +46.1% | +37.6% |
| YTD | +197.5% | +20.0% | +177.5% | +141.3% |
| 1Y | +310.6% | +3.2% | +307.4% | +272.5% |
| 3Y | +1,657.2% | +42.4% | +1,614.9% | +1,069.2% |
| 5Y | +1,218.2% | +33.0% | +1,185.2% | +835.6% |
| All | +934.0% | +97.5% | +836.4% | +511.3% |
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