+31.8%
BA vs VRSN
+287.3%
-255.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.0% |
| 7D | +1.1% | +0.5% | +0.6% | +0.8% |
| 30D | -7.9% | +4.9% | -12.8% | -10.0% |
| 3M | -25.3% | +5.8% | -31.1% | -27.4% |
| 6M | -24.6% | +12.6% | -37.1% | -29.7% |
| YTD | -20.1% | +28.2% | -48.4% | -31.0% |
| 1Y | -11.8% | +30.4% | -42.2% | -24.4% |
| 3Y | -10.1% | +54.6% | -64.7% | -31.3% |
| 5Y | -22.7% | +35.1% | -57.8% | -38.0% |
| All | +31.8% | +287.3% | -255.5% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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