+117.9%
BTSG vs VRSN
+31.7%
+86.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | +17.4% | +3.6% | +13.8% | +17.3% |
| 30D | +12.6% | +8.8% | +3.8% | +12.4% |
| 3M | +11.2% | +6.6% | +4.6% | +10.9% |
| 6M | +30.4% | +16.7% | +13.7% | +28.3% |
| YTD | +86.4% | +32.1% | +54.3% | +81.2% |
| 1Y | +117.9% | +34.1% | +83.9% | +108.0% |
| All | +117.9% | +31.7% | +86.2% | +108.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling