+29.0%
VRSN vs BAH
-2.8%
+31.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.4% | -3.2% |
| 7D | -2.1% | -4.3% | +2.2% | -1.3% |
| 30D | -3.9% | -4.5% | +0.5% | -3.2% |
| 3M | -0.1% | -7.6% | +7.5% | +0.9% |
| 6M | +16.4% | -10.6% | +27.0% | +18.1% |
| YTD | +17.2% | -12.6% | +29.8% | +18.7% |
| 1Y | +1.0% | -27.0% | +28.0% | +5.3% |
| 3Y | +39.1% | -31.5% | +70.6% | +34.6% |
| 5Y | +29.0% | -3.8% | +32.8% | +3.3% |
| All | +29.0% | -2.8% | +31.8% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling