+47.8%
AA vs VRSN
+296.1%
-248.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.2% |
| 7D | +1.1% | -1.2% | +2.4% | +1.7% |
| 30D | -1.3% | +3.8% | -5.0% | -2.9% |
| 3M | -23.9% | +9.5% | -33.4% | -27.3% |
| 6M | -36.8% | +10.3% | -47.1% | -40.6% |
| YTD | -22.2% | +30.5% | -52.7% | -33.9% |
| 1Y | +10.4% | +27.9% | -17.5% | -5.4% |
| 3Y | +72.0% | +54.3% | +17.7% | +28.1% |
| 5Y | -15.6% | +37.2% | -52.8% | -34.0% |
| 10Y | +47.8% | +293.1% | -245.3% | -44.9% |
| All | +47.8% | +296.1% | -248.3% | -44.9% |
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