+71.4%
BTI vs VRSN
+299.1%
-227.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -1.1% | +3.8% | -4.8% | -1.9% |
| 3M | -8.8% | +5.0% | -13.8% | -9.9% |
| 6M | -4.0% | +24.9% | -28.8% | -8.9% |
| YTD | +0.4% | +21.6% | -21.2% | -4.6% |
| 1Y | +1.9% | +2.4% | -0.5% | +0.7% |
| 3Y | +108.5% | +47.3% | +61.2% | +86.6% |
| 5Y | +118.5% | +34.7% | +83.8% | +95.8% |
| All | +71.4% | +299.1% | -227.6% | +26.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling