+661.1%
BX vs VRSN
+299.1%
+362.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.1% | +1.7% |
| 7D | -5.6% | +0.2% | -5.8% | -5.8% |
| 30D | -12.2% | +3.8% | -16.0% | -14.2% |
| 3M | +7.4% | +5.0% | +2.4% | +3.7% |
| 6M | +22.2% | +24.9% | -2.7% | +5.1% |
| YTD | -14.0% | +21.6% | -35.6% | -25.4% |
| 1Y | -27.3% | +2.4% | -29.7% | -30.2% |
| 3Y | +24.5% | +47.3% | -22.8% | -7.9% |
| 5Y | +18.9% | +34.7% | -15.9% | -7.5% |
| All | +661.1% | +299.1% | +362.0% | +280.3% |
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