+1,227.8%
BE vs VRSN
+30.8%
+1,197.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.5% | -3.5% |
| 7D | +23.9% | -1.0% | +25.0% | +24.3% |
| 30D | +27.8% | -1.9% | +29.7% | +28.4% |
| 3M | +3.7% | +1.4% | +2.4% | +0.7% |
| 6M | +78.0% | +19.0% | +58.9% | +54.1% |
| YTD | +209.9% | +19.2% | +190.7% | +163.8% |
| 1Y | +389.6% | +1.7% | +387.9% | +366.7% |
| 3Y | +1,730.6% | +41.4% | +1,689.2% | +1,177.8% |
| 5Y | +1,227.8% | +31.7% | +1,196.2% | +887.4% |
| All | +1,227.8% | +30.8% | +1,197.1% | +887.4% |
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 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