-26.4%
BA vs VRSN
+34.7%
-61.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -1.1% | +1.4% | -2.5% | -1.6% |
| 30D | -7.1% | +3.9% | -11.0% | -8.4% |
| 3M | -25.5% | +9.3% | -34.9% | -28.1% |
| 6M | -28.7% | +6.7% | -35.4% | -31.0% |
| YTD | -21.0% | +30.0% | -51.1% | -30.3% |
| 1Y | -11.9% | +26.0% | -37.9% | -21.1% |
| 3Y | -16.2% | +53.1% | -69.3% | -32.7% |
| All | -26.4% | +34.7% | -61.1% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling