+12,674.7%
BLK vs VRSN
+561.3%
+12,113.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -5.2% | -1.5% | -3.6% | -4.9% |
| 30D | -7.0% | +0.7% | -7.8% | -7.2% |
| 3M | +5.7% | +0.6% | +5.1% | +5.3% |
| 6M | +11.0% | +21.7% | -10.7% | +6.1% |
| YTD | +0.9% | +20.0% | -19.1% | -3.5% |
| 1Y | -1.6% | +3.2% | -4.8% | -3.1% |
| 3Y | +64.5% | +42.4% | +22.1% | +50.8% |
| 5Y | +30.9% | +33.0% | -2.1% | +21.6% |
| 10Y | +275.1% | +292.9% | -17.7% | +189.7% |
| All | +12,674.7% | +561.3% | +12,113.4% | +7,481.0% |
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