+119.6%
BHP vs VRSN
+34.7%
+84.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -0.5% | +1.4% | -1.9% | -0.7% |
| 30D | -4.5% | +3.9% | -8.4% | -5.2% |
| 3M | -6.9% | +9.3% | -16.2% | -8.4% |
| 6M | -10.6% | +6.7% | -17.2% | -11.9% |
| YTD | +37.2% | +30.0% | +7.1% | +28.8% |
| 1Y | +48.0% | +26.0% | +22.0% | +40.1% |
| 3Y | +52.6% | +53.1% | -0.6% | +33.6% |
| All | +119.6% | +34.7% | +84.9% | +92.6% |
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 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