-5.3%
BRO vs VRSN
+31.7%
-37.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.1% | +4.0% |
| 7D | +12.4% | +3.6% | +8.9% | +11.3% |
| 30D | +21.6% | +8.8% | +12.8% | +18.4% |
| 3M | +4.3% | +6.6% | -2.3% | +2.2% |
| 6M | +29.2% | +16.7% | +12.5% | +22.9% |
| YTD | -6.4% | +32.1% | -38.5% | -14.2% |
| 1Y | -5.3% | +34.1% | -39.4% | -14.4% |
| All | -5.3% | +31.7% | -37.0% | -14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling