+35.8%
BN vs VRSN
+30.0%
+5.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -1.1% |
| 7D | -1.2% | -2.1% | +1.0% | -0.2% |
| 30D | -10.9% | -3.9% | -7.0% | -9.4% |
| 3M | -11.1% | -0.1% | -10.9% | -11.5% |
| 6M | -4.4% | +16.4% | -20.8% | -12.6% |
| YTD | -14.1% | +17.2% | -31.4% | -22.3% |
| 1Y | -11.1% | +1.0% | -12.0% | -13.0% |
| 3Y | +75.6% | +39.1% | +36.5% | +39.6% |
| 5Y | +35.8% | +29.0% | +6.8% | +13.9% |
| All | +35.8% | +30.0% | +5.8% | +13.9% |
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 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