-9.4%
BITO vs VRSN
+35.6%
-44.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.9% |
| 7D | +1.1% | -1.0% | +2.1% | +1.5% |
| 30D | +21.8% | -1.9% | +23.7% | +22.6% |
| 3M | +25.0% | +1.4% | +23.6% | +23.6% |
| 6M | +11.3% | +19.0% | -7.7% | +1.5% |
| YTD | -12.7% | +19.2% | -31.9% | -21.1% |
| 1Y | -32.3% | +1.7% | -34.0% | -33.8% |
| 3Y | +150.3% | +41.4% | +108.9% | +93.2% |
| All | -9.4% | +35.6% | -44.9% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling