+33.3%
ACI vs VRSN
+55.7%
-22.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | +2.3% | +1.4% | +0.9% | +2.0% |
| 30D | +1.2% | +3.9% | -2.6% | +0.7% |
| 3M | +6.8% | +9.3% | -2.5% | +5.3% |
| 6M | -18.7% | +6.7% | -25.4% | -19.7% |
| YTD | -20.2% | +30.0% | -50.3% | -23.4% |
| 1Y | -23.7% | +26.0% | -49.7% | -26.5% |
| 3Y | -31.6% | +53.1% | -84.8% | -36.7% |
| 5Y | -42.8% | +35.0% | -77.8% | -48.0% |
| All | +33.3% | +55.7% | -22.4% | +20.2% |
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