+290.3%
VRSN vs BAH
+186.6%
+103.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | -1.0% | -1.3% | +0.3% | -0.7% |
| 30D | -1.9% | -6.6% | +4.7% | -0.1% |
| 3M | +1.4% | -7.2% | +8.5% | +3.1% |
| 6M | +19.0% | -10.0% | +29.0% | +21.7% |
| YTD | +19.2% | -12.5% | +31.7% | +21.7% |
| 1Y | +1.7% | -27.9% | +29.6% | +9.4% |
| 3Y | +41.4% | -31.4% | +72.8% | +43.5% |
| 5Y | +31.7% | -3.2% | +34.9% | +13.0% |
| 10Y | +290.3% | +191.5% | +98.8% | +158.2% |
| All | +290.3% | +186.6% | +103.6% | +158.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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