+38.2%
BN vs VRSN
+37.7%
+0.5%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -1.2% |
| 7D | -2.4% | -1.2% | -1.2% | -1.9% |
| 30D | +13.5% | +3.8% | +9.8% | +11.6% |
| 3M | -5.9% | +9.5% | -15.5% | -9.8% |
| 6M | -8.9% | +10.3% | -19.2% | -13.8% |
| YTD | -7.9% | +30.5% | -38.4% | -20.7% |
| 1Y | -8.3% | +27.9% | -36.2% | -20.3% |
| 3Y | +100.8% | +54.3% | +46.5% | +51.7% |
| 5Y | +38.2% | +37.2% | +1.0% | +8.0% |
| All | +38.2% | +37.7% | +0.5% | +8.0% |
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 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