+31.7%
VRSN vs BBWI
-68.8%
+100.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.3% | +8.0% | +2.4% |
| 7D | -1.0% | -4.4% | +3.4% | -0.6% |
| 30D | -1.9% | -7.4% | +5.5% | -1.2% |
| 3M | +1.4% | -2.2% | +3.6% | +1.2% |
| 6M | +19.0% | -16.3% | +35.4% | +20.5% |
| YTD | +19.2% | -9.1% | +28.3% | +18.9% |
| 1Y | +1.7% | -34.5% | +36.2% | +5.4% |
| 3Y | +41.4% | -47.0% | +88.4% | +45.2% |
| 5Y | +31.7% | -68.8% | +100.5% | +49.6% |
| All | +31.7% | -68.8% | +100.5% | +49.6% |
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