-43.9%
BTDR vs VRSN
+34.7%
-78.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.2% | -8.8% | -8.7% |
| 7D | -6.9% | +1.4% | -8.3% | -6.9% |
| 30D | -31.5% | +3.9% | -35.4% | -31.6% |
| 3M | -36.1% | +9.3% | -45.4% | -36.1% |
| 6M | -57.6% | +6.7% | -64.3% | -57.6% |
| YTD | -50.0% | +30.0% | -80.1% | -50.7% |
| 1Y | -49.6% | +26.0% | -75.6% | -50.1% |
| 3Y | +48.5% | +53.1% | -4.6% | +41.9% |
| All | -43.9% | +34.7% | -78.7% | -46.4% |
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 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