+476.4%
BHP vs VRSN
+299.1%
+177.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.7% |
| 7D | -3.6% | +0.2% | -3.8% | -3.8% |
| 30D | -1.2% | +3.8% | -4.9% | -2.6% |
| 3M | +1.2% | +5.0% | -3.8% | -1.2% |
| 6M | +21.4% | +24.9% | -3.5% | +10.3% |
| YTD | +50.4% | +21.6% | +28.8% | +37.1% |
| 1Y | +67.5% | +2.4% | +65.1% | +63.0% |
| 3Y | +72.8% | +47.3% | +25.5% | +41.4% |
| 5Y | +112.6% | +34.7% | +77.9% | +75.8% |
| All | +476.4% | +299.1% | +177.4% | +214.6% |
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