+41.6%
AA vs VRSN
+292.3%
-250.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | +0.5% | +1.4% | -0.9% | -0.2% |
| 30D | -0.6% | +3.9% | -4.4% | -2.3% |
| 3M | -19.7% | +9.3% | -29.0% | -23.2% |
| 6M | -41.6% | +6.7% | -48.2% | -44.2% |
| YTD | -24.6% | +30.0% | -54.7% | -36.0% |
| 1Y | +4.9% | +26.0% | -21.1% | -9.5% |
| 3Y | +66.8% | +53.1% | +13.7% | +24.7% |
| 5Y | -19.4% | +35.0% | -54.4% | -36.5% |
| All | +41.6% | +292.3% | -250.8% | -51.1% |
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