+782.1%
VRSN vs BTG
+378.0%
+404.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -3.3% |
| 7D | -2.1% | +4.8% | -6.9% | -2.3% |
| 30D | -3.9% | +8.3% | -12.3% | -4.3% |
| 3M | -0.1% | +32.3% | -32.4% | -1.5% |
| 6M | +16.4% | +3.0% | +13.5% | +15.8% |
| YTD | +17.2% | +21.9% | -4.7% | +15.5% |
| 1Y | +1.0% | +28.2% | -27.2% | -1.0% |
| 3Y | +39.1% | +99.9% | -60.8% | +32.6% |
| 5Y | +29.0% | +73.6% | -44.5% | +23.2% |
| 10Y | +275.8% | +136.5% | +139.3% | +251.4% |
| All | +782.1% | +378.0% | +404.1% | +719.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling