+22.6%
BROS vs VRSN
+31.5%
-8.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.9% |
| 7D | -6.6% | -1.0% | -5.5% | -6.1% |
| 30D | -12.3% | -1.9% | -10.4% | -11.5% |
| 3M | -22.2% | +1.4% | -23.6% | -23.5% |
| 6M | -14.3% | +19.0% | -33.3% | -25.5% |
| YTD | -26.6% | +19.2% | -45.8% | -36.9% |
| 1Y | -31.5% | +1.7% | -33.2% | -34.2% |
| 3Y | +62.3% | +41.4% | +20.8% | +15.7% |
| All | +22.6% | +31.5% | -8.9% | -8.8% |
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