+527.3%
VRSN vs BURL
+1,021.0%
-493.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +7.7% | -6.4% | +0.1% |
| 7D | +3.6% | +10.4% | -6.8% | +1.9% |
| 30D | +8.8% | -4.9% | +13.8% | +9.6% |
| 3M | +6.6% | -29.8% | +36.4% | +12.4% |
| 6M | +16.7% | -16.5% | +33.1% | +19.1% |
| YTD | +32.1% | -10.5% | +42.7% | +32.8% |
| 1Y | +34.1% | -5.3% | +39.4% | +32.9% |
| 3Y | +59.9% | +95.1% | -35.2% | +34.9% |
| 5Y | +40.5% | -12.1% | +52.5% | +32.7% |
| 10Y | +305.9% | +273.2% | +32.8% | +183.8% |
| All | +527.3% | +1,021.0% | -493.7% | +293.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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