+911.5%
BE vs VRSN
+99.7%
+811.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.6% |
| 7D | +20.0% | +0.1% | +19.9% | +20.0% |
| 30D | +7.9% | -0.2% | +8.1% | +7.7% |
| 3M | -13.2% | -0.3% | -12.9% | -16.0% |
| 6M | +53.5% | +23.0% | +30.5% | +24.9% |
| YTD | +191.0% | +21.3% | +169.7% | +135.1% |
| 1Y | +360.5% | +6.7% | +353.8% | +308.1% |
| 3Y | +1,568.0% | +45.0% | +1,523.0% | +998.6% |
| 5Y | +1,055.2% | +35.0% | +1,020.2% | +713.5% |
| All | +911.5% | +99.7% | +811.8% | +495.7% |
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