-32.0%
BAX vs VRSN
+38.4%
-70.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -3.1% |
| 7D | -2.4% | -2.1% | -0.3% | -2.0% |
| 30D | -9.7% | -3.9% | -5.8% | -9.0% |
| 3M | +29.3% | -0.1% | +29.4% | +28.9% |
| 6M | +40.7% | +16.4% | +24.2% | +36.4% |
| YTD | +30.3% | +17.2% | +13.0% | +26.3% |
| 1Y | +3.4% | +1.0% | +2.4% | +4.0% |
| 3Y | -32.0% | +39.1% | -71.1% | -41.4% |
| All | -32.0% | +38.4% | -70.4% | -41.4% |
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