+851.5%
BX vs VRSN
+1,187.5%
-336.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +0.6% | +1.4% | -0.8% | -0.3% |
| 30D | +14.2% | +3.9% | +10.4% | +11.6% |
| 3M | -18.7% | +9.3% | -28.1% | -23.1% |
| 6M | +2.5% | +6.7% | -4.2% | -2.8% |
| YTD | -18.8% | +30.0% | -48.9% | -32.7% |
| 1Y | -10.3% | +26.0% | -36.3% | -24.4% |
| 3Y | +35.4% | +53.1% | -17.7% | -2.0% |
| 5Y | +0.3% | +35.0% | -34.8% | -21.5% |
| 10Y | +668.4% | +291.7% | +376.6% | +204.3% |
| All | +851.5% | +1,187.5% | -336.0% | +40.4% |
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