+97.3%
BAC vs VRSN
+51.5%
+45.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.4% |
| 7D | +2.0% | -0.8% | +2.8% | +2.1% |
| 30D | -6.9% | +0.7% | -7.6% | -7.0% |
| 3M | -19.6% | +4.1% | -23.7% | -20.0% |
| 6M | -0.5% | +6.7% | -7.2% | -1.4% |
| YTD | -6.6% | +27.1% | -33.7% | -10.8% |
| 1Y | -3.0% | +28.0% | -30.9% | -7.5% |
| 3Y | +97.3% | +52.6% | +44.7% | +63.3% |
| All | +97.3% | +51.5% | +45.8% | +63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling