+65.6%
BROS vs VRSN
+38.4%
+27.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.8% |
| 7D | -0.9% | -2.1% | +1.2% | -0.5% |
| 30D | -13.5% | -3.9% | -9.5% | -12.7% |
| 3M | -18.4% | -0.1% | -18.3% | -18.7% |
| 6M | -10.6% | +16.4% | -27.0% | -15.5% |
| YTD | -25.1% | +17.2% | -42.3% | -29.8% |
| 1Y | -28.6% | +1.0% | -29.6% | -29.5% |
| 3Y | +65.6% | +39.1% | +26.5% | +43.8% |
| All | +65.6% | +38.4% | +27.2% | +43.8% |
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