+9.8%
BAX vs VRSN
+7.9%
+1.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -5.5% | -0.2% | -5.3% | -5.5% |
| 3M | +33.5% | -0.3% | +33.8% | +31.8% |
| 6M | +35.9% | +23.0% | +12.9% | +35.2% |
| YTD | +35.4% | +21.3% | +14.0% | +36.3% |
| 1Y | +9.8% | +6.7% | +3.0% | +15.9% |
| All | +9.8% | +7.9% | +1.8% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling