+142.2%
BP vs VRSN
+292.3%
-150.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +3.8% | +1.4% | +2.4% | +3.5% |
| 30D | -5.3% | +3.9% | -9.1% | -6.2% |
| 3M | +9.3% | +9.3% | -0.1% | +6.6% |
| 6M | +7.2% | +6.7% | +0.6% | +4.9% |
| YTD | +38.0% | +30.0% | +8.0% | +27.4% |
| 1Y | +33.2% | +26.0% | +7.2% | +23.9% |
| 3Y | +50.3% | +53.1% | -2.8% | +29.8% |
| 5Y | +114.1% | +35.0% | +79.1% | +87.9% |
| All | +142.2% | +292.3% | -150.2% | +72.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling