+34.8%
VRSN vs BBWI
-68.3%
+103.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.2% |
| 7D | +0.1% | -4.5% | +4.7% | +0.6% |
| 30D | +3.6% | +17.1% | -13.6% | +1.6% |
| 3M | +10.8% | +17.5% | -6.7% | +8.3% |
| 6M | +9.9% | +12.8% | -2.9% | +7.5% |
| YTD | +29.8% | +8.2% | +21.7% | +26.6% |
| 1Y | +26.3% | -1.8% | +28.1% | +24.0% |
| 3Y | +53.5% | -25.8% | +79.3% | +49.7% |
| 5Y | +34.8% | -68.0% | +102.8% | +56.7% |
| All | +34.8% | -68.3% | +103.0% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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