+463.5%
BTSG vs VRSN
+43.7%
+419.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.2% |
| 7D | +2.9% | -1.0% | +3.9% | +3.0% |
| 30D | +0.9% | -1.9% | +2.8% | +1.1% |
| 3M | +1.6% | +1.4% | +0.3% | +1.1% |
| 6M | +46.8% | +19.0% | +27.7% | +39.9% |
| YTD | +65.5% | +19.2% | +46.3% | +57.6% |
| 1Y | +136.2% | +1.7% | +134.6% | +134.5% |
| All | +463.5% | +43.7% | +419.8% | +391.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling