+217.6%
BAC vs VRSN
+292.3%
-74.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +3.2% | +1.4% | +1.8% | +2.7% |
| 30D | -0.7% | +3.9% | -4.6% | -2.2% |
| 3M | -20.0% | +9.3% | -29.3% | -22.9% |
| 6M | +3.4% | +6.7% | -3.2% | -0.1% |
| YTD | -5.7% | +30.0% | -35.8% | -16.9% |
| 1Y | -1.4% | +26.0% | -27.4% | -12.1% |
| 3Y | +97.9% | +53.1% | +44.8% | +57.9% |
| 5Y | +22.9% | +35.0% | -12.1% | +1.5% |
| All | +217.6% | +292.3% | -74.7% | +53.2% |
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 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