+2,837.4%
BTI vs VRSN
+6,422.7%
-3,585.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.2% |
| 7D | -1.4% | -2.1% | +0.8% | -1.2% |
| 30D | -7.0% | -3.9% | -3.1% | -6.8% |
| 3M | -6.3% | -0.1% | -6.2% | -6.3% |
| 6M | -2.0% | +16.4% | -18.4% | -3.0% |
| YTD | +0.2% | +17.2% | -17.0% | -0.9% |
| 1Y | +3.8% | +1.0% | +2.8% | +3.5% |
| 3Y | +112.1% | +39.1% | +73.0% | +107.0% |
| 5Y | +113.6% | +29.0% | +84.6% | +108.6% |
| 10Y | +69.6% | +275.8% | -206.2% | +56.4% |
| All | +2,837.4% | +6,422.7% | -3,585.2% | +2,067.7% |
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