+289.9%
BNY vs VRSN
+44.6%
+245.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | -0.2% | +3.8% | -3.9% | -0.7% |
| 3M | +14.9% | +5.0% | +9.9% | +14.1% |
| 6M | +40.0% | +24.9% | +15.1% | +34.1% |
| YTD | +42.0% | +21.6% | +20.4% | +36.3% |
| 1Y | +56.9% | +2.4% | +54.4% | +57.3% |
| 3Y | +289.9% | +47.3% | +242.5% | +246.3% |
| All | +289.9% | +44.6% | +245.2% | +246.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling