+1,915.3%
VRSN vs BUD
+222.5%
+1,692.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.4% |
| 7D | -0.9% | +6.0% | -6.9% | -2.5% |
| 30D | +2.4% | +11.3% | -8.8% | -0.9% |
| 3M | +6.4% | +3.6% | +2.8% | +5.1% |
| 6M | +8.6% | +7.7% | +0.8% | +5.9% |
| YTD | +29.3% | +36.4% | -7.1% | +17.0% |
| 1Y | +27.2% | +37.8% | -10.7% | +14.7% |
| 3Y | +52.8% | +51.2% | +1.6% | +31.9% |
| 5Y | +36.7% | +53.4% | -16.7% | +15.7% |
| 10Y | +290.8% | -3.2% | +294.0% | +263.8% |
| All | +1,915.3% | +222.5% | +1,692.9% | +1,032.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling