+125.0%
BHP vs VRSN
+31.2%
+93.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | +0.9% | -1.0% | +1.9% | +1.0% |
| 30D | +4.0% | -1.9% | +5.9% | +4.3% |
| 3M | +11.3% | +1.4% | +9.9% | +10.6% |
| 6M | +29.3% | +19.0% | +10.3% | +23.7% |
| YTD | +59.2% | +19.2% | +40.0% | +51.8% |
| 1Y | +80.8% | +1.7% | +79.2% | +79.7% |
| 3Y | +88.0% | +41.4% | +46.6% | +66.8% |
| All | +125.0% | +31.2% | +93.8% | +100.7% |
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 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