-35.6%
BAX vs VRSN
+285.2%
-320.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | +3.6% | -0.9% | +4.5% | +4.0% |
| 30D | +8.5% | +2.4% | +6.1% | +7.7% |
| 3M | -4.9% | +6.4% | -11.2% | -7.0% |
| 6M | +47.0% | +8.6% | +38.4% | +42.2% |
| YTD | +38.4% | +29.3% | +9.2% | +25.2% |
| 1Y | +49.1% | +27.2% | +21.9% | +35.7% |
| 3Y | -14.9% | +52.8% | -67.7% | -29.1% |
| 5Y | -63.1% | +36.7% | -99.8% | -68.6% |
| 10Y | -35.6% | +290.8% | -326.4% | -63.0% |
| All | -35.6% | +285.2% | -320.8% | -63.0% |
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