+26.7%
BTDR vs VRSN
+31.2%
-4.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.4% | +5.7% | +2.4% |
| 7D | +22.4% | -2.1% | +24.6% | +22.4% |
| 30D | +16.5% | -3.9% | +20.4% | +16.5% |
| 3M | -31.5% | -0.1% | -31.3% | -31.5% |
| 6M | +74.0% | +16.4% | +57.6% | +71.9% |
| YTD | +13.0% | +17.2% | -4.2% | +11.7% |
| 1Y | -0.2% | +1.0% | -1.2% | +0.4% |
| 3Y | +9.9% | +39.1% | -29.2% | +5.4% |
| 5Y | +28.1% | +29.0% | -0.9% | +22.9% |
| All | +26.7% | +31.2% | -4.5% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling