-42.6%
BROS vs VRSN
+34.7%
-77.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.4% |
| 7D | +6.3% | +1.4% | +4.9% | +5.4% |
| 30D | -8.3% | +3.9% | -12.2% | -10.0% |
| 3M | -29.8% | +9.3% | -39.1% | -33.1% |
| 6M | -25.8% | +6.7% | -32.5% | -29.2% |
| YTD | -41.4% | +30.0% | -71.4% | -51.6% |
| 1Y | -35.2% | +26.0% | -61.2% | -45.3% |
| 3Y | +32.8% | +53.1% | -20.4% | -7.5% |
| All | -42.6% | +34.7% | -77.3% | -56.8% |
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 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