+33.0%
VRSN vs BTG
+75.0%
-42.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.9% | +3.6% | +0.8% |
| 7D | -1.5% | -5.5% | +3.9% | -1.2% |
| 30D | +0.7% | +6.1% | -5.4% | +0.4% |
| 3M | +0.6% | +38.6% | -38.1% | -1.5% |
| 6M | +21.7% | +0.7% | +21.1% | +21.5% |
| YTD | +20.0% | +20.3% | -0.3% | +17.3% |
| 1Y | +3.2% | +25.0% | -21.9% | -0.2% |
| 3Y | +42.4% | +97.3% | -54.9% | +28.0% |
| 5Y | +33.0% | +78.3% | -45.4% | +19.5% |
| All | +33.0% | +75.0% | -42.0% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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