+66.0%
BHP vs VRSN
+7.9%
+58.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.0% | -2.5% |
| 7D | -5.0% | +0.1% | -5.0% | -5.0% |
| 30D | +1.2% | -0.2% | +1.3% | +1.2% |
| 3M | +1.8% | -0.3% | +2.1% | +2.2% |
| 6M | +18.0% | +23.0% | -5.0% | +22.0% |
| YTD | +52.7% | +21.3% | +31.4% | +58.5% |
| 1Y | +66.0% | +6.7% | +59.3% | +74.1% |
| All | +66.0% | +7.9% | +58.1% | +74.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling