+426.2%
BTSG vs VRSN
+44.7%
+381.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.7% | -7.3% | -6.7% |
| 7D | -5.8% | -1.5% | -4.2% | -5.6% |
| 30D | 0.0% | +0.7% | -0.7% | -0.2% |
| 3M | -4.5% | +0.6% | -5.0% | -4.8% |
| 6M | +40.0% | +21.7% | +18.3% | +32.8% |
| YTD | +54.6% | +20.0% | +34.5% | +47.0% |
| 1Y | +106.1% | +3.2% | +103.0% | +104.0% |
| All | +426.2% | +44.7% | +381.5% | +358.6% |
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