+974.2%
BNY vs VRSN
+6,576.4%
-5,602.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.6% | -0.1% |
| 7D | -1.1% | -1.5% | +0.5% | -0.8% |
| 30D | +1.4% | +0.7% | +0.7% | +1.2% |
| 3M | +16.8% | +0.6% | +16.2% | +16.3% |
| 6M | +42.0% | +21.7% | +20.3% | +35.9% |
| YTD | +41.9% | +20.0% | +21.9% | +35.9% |
| 1Y | +59.2% | +3.2% | +56.0% | +56.7% |
| 3Y | +290.9% | +42.4% | +248.5% | +259.6% |
| 5Y | +259.0% | +33.0% | +226.1% | +232.2% |
| 10Y | +413.0% | +292.9% | +120.2% | +285.9% |
| All | +974.2% | +6,576.4% | -5,602.2% | +360.2% |
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