+90.5%
AA vs VRSN
+38.4%
+52.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +3.7% |
| 7D | +1.7% | -2.1% | +3.8% | +1.8% |
| 30D | +3.3% | -3.9% | +7.2% | +3.6% |
| 3M | -29.4% | -0.1% | -29.3% | -29.4% |
| 6M | -12.8% | +16.4% | -29.2% | -15.5% |
| YTD | -2.1% | +17.2% | -19.4% | -5.5% |
| 1Y | +62.8% | +1.0% | +61.8% | +63.9% |
| 3Y | +90.5% | +39.1% | +51.4% | +57.4% |
| All | +90.5% | +38.4% | +52.1% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling