+102.9%
BP vs VRSN
+34.1%
+68.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.2% |
| 7D | -6.9% | -0.8% | -6.0% | -6.8% |
| 30D | -3.6% | +0.7% | -4.3% | -3.7% |
| 3M | +8.4% | +4.1% | +4.3% | +7.7% |
| 6M | +5.3% | +6.7% | -1.4% | +4.2% |
| YTD | +33.2% | +27.1% | +6.1% | +28.0% |
| 1Y | +28.2% | +28.0% | +0.2% | +22.9% |
| 3Y | +49.2% | +52.6% | -3.4% | +36.1% |
| 5Y | +102.9% | +33.3% | +69.6% | +75.3% |
| All | +102.9% | +34.1% | +68.8% | +75.3% |
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 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