+237.7%
BAC vs VRSN
+285.2%
-47.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.5% | -0.4% |
| 7D | +2.1% | -0.9% | +2.9% | +2.4% |
| 30D | -6.7% | +2.4% | -9.1% | -7.6% |
| 3M | -20.2% | +6.4% | -26.6% | -22.3% |
| 6M | -0.2% | +8.6% | -8.8% | -4.3% |
| YTD | -6.4% | +29.3% | -35.6% | -17.2% |
| 1Y | -3.1% | +27.2% | -30.3% | -13.8% |
| 3Y | +96.7% | +52.8% | +43.9% | +57.4% |
| 5Y | +21.3% | +36.7% | -15.4% | -0.4% |
| 10Y | +237.7% | +290.8% | -53.1% | +78.8% |
| All | +237.7% | +285.2% | -47.5% | +78.8% |
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