+91.7%
BKNG vs VRSN
+32.1%
+59.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.3% |
| 7D | -10.7% | -1.5% | -9.1% | -10.1% |
| 30D | -18.1% | +0.7% | -18.8% | -18.3% |
| 3M | +8.5% | +0.6% | +8.0% | +7.8% |
| 6M | -0.1% | +21.7% | -21.8% | -9.0% |
| YTD | -18.2% | +20.0% | -38.2% | -25.3% |
| 1Y | -19.9% | +3.2% | -23.0% | -22.0% |
| 3Y | +41.6% | +42.4% | -0.8% | +17.4% |
| All | +91.7% | +32.1% | +59.6% | +62.3% |
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