-7.7%
AAL vs VRSN
+38.4%
-46.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.9% |
| 7D | -0.3% | -2.1% | +1.8% | +0.2% |
| 30D | -19.0% | -3.9% | -15.1% | -18.3% |
| 3M | -5.1% | -0.1% | -4.9% | -5.5% |
| 6M | +15.5% | +16.4% | -0.9% | +9.3% |
| YTD | -15.8% | +17.2% | -33.0% | -21.0% |
| 1Y | -0.3% | +1.0% | -1.3% | -1.1% |
| 3Y | -7.7% | +39.1% | -46.8% | -23.4% |
| All | -7.7% | +38.4% | -46.0% | -23.4% |
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