-68.3%
AAL vs VRSN
+291.7%
-359.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.4% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | +6.5% | +3.6% | +2.9% | +4.9% |
| 3M | -10.9% | +10.8% | -21.6% | -14.8% |
| 6M | +4.9% | +9.9% | -5.1% | -0.4% |
| YTD | -13.2% | +29.8% | -43.0% | -24.4% |
| 1Y | -1.1% | +26.3% | -27.4% | -12.9% |
| 3Y | +12.8% | +53.5% | -40.7% | -11.4% |
| 5Y | -34.4% | +34.8% | -69.2% | -46.5% |
| All | -68.3% | +291.7% | -359.9% | -85.8% |
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