+19.1%
AA vs VRSN
+30.0%
-10.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +4.7% |
| 7D | +1.7% | -2.1% | +3.8% | +2.3% |
| 30D | +3.3% | -3.9% | +7.2% | +4.5% |
| 3M | -29.4% | -0.1% | -29.3% | -30.0% |
| 6M | -12.8% | +16.4% | -29.2% | -19.7% |
| YTD | -2.1% | +17.2% | -19.4% | -10.9% |
| 1Y | +62.8% | +1.0% | +61.8% | +59.3% |
| 3Y | +90.5% | +39.1% | +51.4% | +50.7% |
| 5Y | +19.1% | +29.0% | -9.9% | -6.3% |
| All | +19.1% | +30.0% | -10.9% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling