+608.6%
BA vs VRSN
+6,651.0%
-6,042.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | -11.6% | -0.2% | -11.5% | -11.6% |
| 3M | -2.4% | -0.3% | -2.1% | -2.6% |
| 6M | -6.6% | +23.0% | -29.6% | -9.7% |
| YTD | -2.2% | +21.3% | -23.6% | -5.4% |
| 1Y | -8.0% | +6.7% | -14.7% | -9.4% |
| 3Y | -5.0% | +45.0% | -49.9% | -10.7% |
| 5Y | -2.7% | +35.0% | -37.7% | -7.8% |
| 10Y | +75.9% | +276.3% | -200.5% | +47.9% |
| All | +608.6% | +6,651.0% | -6,042.5% | +265.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling