+1.0%
VRSN vs BAM
-12.8%
+13.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -3.1% |
| 7D | -2.1% | -1.6% | -0.5% | -2.0% |
| 30D | -3.9% | -6.0% | +2.1% | -3.3% |
| 3M | -0.1% | +7.3% | -7.5% | -0.7% |
| 6M | +16.4% | +8.2% | +8.2% | +15.3% |
| YTD | +17.2% | -3.8% | +21.1% | +18.0% |
| 1Y | +1.0% | -10.7% | +11.7% | +2.4% |
| All | +1.0% | -12.8% | +13.8% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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