+5,393.5%
VRSN vs BBWI
+541.2%
+4,852.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.3% | -1.2% |
| 7D | +0.1% | +1.5% | -1.5% | -0.4% |
| 30D | -0.2% | -5.2% | +5.0% | +0.8% |
| 3M | -0.3% | +11.1% | -11.4% | -4.1% |
| 6M | +23.0% | -13.4% | +36.4% | +24.3% |
| YTD | +21.3% | +0.1% | +21.2% | +17.1% |
| 1Y | +6.7% | -36.1% | +42.9% | +14.2% |
| 3Y | +45.0% | -44.1% | +89.1% | +50.1% |
| 5Y | +35.0% | -66.2% | +101.3% | +52.5% |
| 10Y | +276.3% | -54.8% | +331.1% | +204.3% |
| All | +5,393.5% | +541.2% | +4,852.3% | +691.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling