+24.5%
BTDR vs VRSN
+31.2%
-6.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -2.7% |
| 7D | +14.8% | -1.0% | +15.8% | +14.8% |
| 30D | +41.8% | -1.9% | +43.7% | +41.8% |
| 3M | -29.2% | +1.4% | -30.5% | -29.2% |
| 6M | +66.2% | +19.0% | +47.1% | +64.1% |
| YTD | +10.0% | +19.2% | -9.2% | +8.7% |
| 1Y | -11.0% | +1.7% | -12.7% | -10.3% |
| 3Y | +6.9% | +41.4% | -34.5% | +2.5% |
| All | +24.5% | +31.2% | -6.7% | +19.5% |
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