-41.7%
ACI vs VRSN
+36.4%
-78.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.4% | +1.9% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | +9.5% | +2.4% | +7.1% | +9.1% |
| 3M | +10.1% | +6.4% | +3.7% | +8.9% |
| 6M | -15.4% | +8.6% | -23.9% | -16.7% |
| YTD | -19.5% | +29.3% | -48.8% | -23.1% |
| 1Y | -21.0% | +27.2% | -48.2% | -24.3% |
| 3Y | -31.2% | +52.8% | -84.0% | -37.0% |
| All | -41.7% | +36.4% | -78.1% | -49.1% |
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