+33.0%
VRSN vs BG
+88.4%
-55.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.6% |
| 7D | -1.5% | +3.7% | -5.3% | -2.0% |
| 30D | +0.7% | +12.3% | -11.6% | -0.8% |
| 3M | +0.6% | -2.2% | +2.8% | +0.7% |
| 6M | +21.7% | +5.3% | +16.4% | +20.6% |
| YTD | +20.0% | +42.4% | -22.4% | +13.2% |
| 1Y | +3.2% | +55.2% | -52.0% | -4.2% |
| 3Y | +42.4% | +21.0% | +21.4% | +37.1% |
| 5Y | +33.0% | +87.1% | -54.2% | +14.5% |
| All | +33.0% | +88.4% | -55.4% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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