+52.8%
VRSN vs BUD
+51.6%
+1.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.6% |
| 7D | -0.9% | +6.0% | -6.9% | -1.7% |
| 30D | +2.4% | +11.3% | -8.8% | +0.7% |
| 3M | +6.4% | +3.6% | +2.8% | +5.6% |
| 6M | +8.6% | +7.7% | +0.8% | +7.1% |
| YTD | +29.3% | +36.4% | -7.1% | +22.8% |
| 1Y | +27.2% | +37.8% | -10.7% | +20.5% |
| 3Y | +52.8% | +51.2% | +1.6% | +40.0% |
| All | +52.8% | +51.6% | +1.2% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling