+67.6%
AA vs VRSN
+54.6%
+13.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -4.4% |
| 7D | +1.2% | -0.9% | +2.1% | +1.3% |
| 30D | -5.0% | +2.4% | -7.4% | -5.0% |
| 3M | -22.2% | +6.4% | -28.6% | -22.2% |
| 6M | -36.3% | +8.6% | -44.9% | -36.3% |
| YTD | -24.2% | +29.3% | -53.4% | -26.1% |
| 1Y | +3.9% | +27.2% | -23.3% | +1.6% |
| 3Y | +67.6% | +52.8% | +14.7% | +23.7% |
| All | +67.6% | +54.6% | +13.0% | +23.7% |
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 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