+117.1%
AA vs VRSN
+293.8%
-176.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.5% | -5.1% |
| 7D | -5.4% | -1.5% | -3.9% | -4.9% |
| 30D | -10.7% | +0.7% | -11.4% | -11.3% |
| 3M | -26.2% | +0.6% | -26.7% | -27.3% |
| 6M | -20.9% | +21.7% | -42.7% | -29.9% |
| YTD | -8.6% | +20.0% | -28.6% | -19.2% |
| 1Y | +57.4% | +3.2% | +54.2% | +50.3% |
| 3Y | +77.8% | +42.4% | +35.4% | +38.0% |
| 5Y | +2.7% | +33.0% | -30.3% | -18.8% |
| All | +117.1% | +293.8% | -176.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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