-7.8%
BRO vs VRSN
+44.6%
-52.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.7% |
| 7D | -7.3% | +0.2% | -7.5% | -7.4% |
| 30D | -6.9% | +3.8% | -10.6% | -8.0% |
| 3M | +10.7% | +5.0% | +5.7% | +8.6% |
| 6M | -2.7% | +24.9% | -27.6% | -9.9% |
| YTD | -16.3% | +21.6% | -37.9% | -22.2% |
| 1Y | -29.1% | +2.4% | -31.5% | -30.0% |
| 3Y | -7.8% | +47.3% | -55.2% | -17.1% |
| All | -7.8% | +44.6% | -52.5% | -17.1% |
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