+36.4%
BP vs VRSN
+38.4%
-1.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.4% | +5.8% | +2.6% |
| 7D | +0.9% | -2.1% | +3.1% | +1.0% |
| 30D | +9.1% | -3.9% | +13.0% | +9.4% |
| 3M | +3.9% | -0.1% | +4.0% | +3.9% |
| 6M | +13.6% | +16.4% | -2.8% | +12.2% |
| YTD | +34.0% | +17.2% | +16.8% | +32.2% |
| 1Y | +39.2% | +1.0% | +38.2% | +40.5% |
| 3Y | +36.4% | +39.1% | -2.7% | +26.7% |
| All | +36.4% | +38.4% | -1.9% | +26.7% |
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 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