+532.2%
BE vs VRSN
+34.7%
+497.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | +10.8% | +1.4% | +9.4% | +10.2% |
| 30D | -19.8% | +3.9% | -23.6% | -20.8% |
| 3M | -18.7% | +9.3% | -28.1% | -21.7% |
| 6M | -33.7% | +6.7% | -40.4% | -36.7% |
| YTD | +121.0% | +30.0% | +90.9% | +82.1% |
| 1Y | +85.4% | +26.0% | +59.4% | +56.0% |
| 3Y | +1,709.5% | +53.1% | +1,656.4% | +1,127.9% |
| All | +532.2% | +34.7% | +497.4% | +389.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling