+290.3%
VRSN vs BUD
-24.2%
+314.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.2% |
| 7D | -1.0% | -1.3% | +0.3% | -0.7% |
| 30D | -1.9% | -6.1% | +4.3% | -0.4% |
| 3M | +1.4% | -3.8% | +5.1% | +2.2% |
| 6M | +19.0% | +8.2% | +10.9% | +16.5% |
| YTD | +19.2% | +23.6% | -4.4% | +12.7% |
| 1Y | +1.7% | +33.4% | -31.7% | -5.7% |
| 3Y | +41.4% | +45.3% | -3.9% | +26.5% |
| 5Y | +31.7% | +44.3% | -12.6% | +16.3% |
| 10Y | +290.3% | -22.8% | +313.0% | +263.0% |
| All | +290.3% | -24.2% | +314.4% | +263.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling