+285.9%
VRSN vs BBWI
-57.7%
+343.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +0.8% |
| 7D | -1.5% | -8.0% | +6.5% | -0.7% |
| 30D | +0.7% | -6.6% | +7.3% | +1.3% |
| 3M | +0.6% | -2.7% | +3.3% | +0.5% |
| 6M | +21.7% | -12.8% | +34.5% | +22.4% |
| YTD | +20.0% | -10.5% | +30.5% | +19.9% |
| 1Y | +3.2% | -35.3% | +38.5% | +6.2% |
| 3Y | +42.4% | -47.7% | +90.1% | +46.3% |
| 5Y | +33.0% | -68.9% | +101.8% | +41.4% |
| All | +285.9% | -57.7% | +343.6% | +264.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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