+283.3%
VRSN vs BWA
+151.4%
+131.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.9% |
| 7D | -1.0% | +0.1% | -1.2% | -1.1% |
| 30D | -1.9% | -5.6% | +3.7% | -1.0% |
| 3M | +1.4% | -10.7% | +12.1% | +3.0% |
| 6M | +19.0% | +23.2% | -4.1% | +13.1% |
| YTD | +19.2% | +46.0% | -26.8% | +8.1% |
| 1Y | +1.7% | +51.2% | -49.5% | -8.7% |
| 3Y | +41.4% | +69.6% | -28.1% | +21.4% |
| 5Y | +31.7% | +86.6% | -54.9% | +7.9% |
| All | +283.3% | +151.4% | +131.9% | +171.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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