+950.6%
BX vs VRSN
+1,060.8%
-110.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | +0.4% |
| 7D | -2.0% | -2.1% | +0.2% | -0.7% |
| 30D | -2.3% | -3.9% | +1.6% | -0.2% |
| 3M | +18.5% | -0.1% | +18.7% | +17.5% |
| 6M | +23.7% | +16.4% | +7.3% | +10.5% |
| YTD | -10.4% | +17.2% | -27.6% | -20.9% |
| 1Y | -19.6% | +1.0% | -20.5% | -22.6% |
| 3Y | +30.8% | +39.1% | -8.3% | +0.2% |
| 5Y | +24.3% | +29.0% | -4.7% | +0.1% |
| 10Y | +679.5% | +275.8% | +403.6% | +215.2% |
| All | +950.6% | +1,060.8% | -110.1% | +65.0% |
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 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