+48.0%
BHP vs VRSN
+26.4%
+21.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.2% |
| 7D | -0.5% | +1.4% | -1.9% | -0.2% |
| 30D | -4.5% | +3.9% | -8.4% | -3.8% |
| 3M | -6.9% | +9.3% | -16.2% | -5.2% |
| 6M | -10.6% | +6.7% | -17.2% | -9.1% |
| YTD | +37.2% | +30.0% | +7.1% | +46.6% |
| 1Y | +48.0% | +26.0% | +22.0% | +57.9% |
| All | +48.0% | +26.4% | +21.7% | +57.9% |
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