+25.0%
VRSN vs BAM
+5.0%
+20.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.1% |
| 7D | -0.8% | +5.3% | -6.1% | -1.2% |
| 30D | +0.7% | +18.1% | -17.4% | -0.4% |
| 3M | +4.1% | +4.2% | -0.1% | +3.8% |
| 6M | +6.7% | +11.1% | -4.4% | +6.1% |
| YTD | +27.1% | +6.6% | +20.5% | +27.0% |
| All | +25.0% | +5.0% | +20.0% | +24.9% |
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