+318.7%
BP vs VRSN
+6,969.1%
-6,650.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.9% |
| 6M | +5.3% | +6.7% | -1.4% | +4.4% |
| YTD | +33.2% | +27.1% | +6.1% | +29.4% |
| 1Y | +28.2% | +28.0% | +0.2% | +24.4% |
| 3Y | +49.2% | +52.6% | -3.4% | +41.7% |
| 5Y | +102.9% | +33.3% | +69.6% | +94.1% |
| 10Y | +127.7% | +279.5% | -151.8% | +97.1% |
| All | +318.7% | +6,969.1% | -6,650.3% | +165.3% |
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 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