+46.7%
VRSN vs JAAA
+29.4%
+17.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +3.8% | +0.5% | +3.2% | +3.4% |
| 3M | +5.0% | +1.3% | +3.7% | +4.2% |
| 6M | +24.9% | +2.8% | +22.1% | +22.7% |
| YTD | +21.6% | +3.3% | +18.3% | +19.1% |
| 1Y | +2.4% | +4.9% | -2.5% | -0.7% |
| 3Y | +47.3% | +19.0% | +28.4% | +41.7% |
| 5Y | +34.7% | +26.9% | +7.9% | +28.3% |
| All | +46.7% | +29.4% | +17.3% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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