-40.8%
ACI vs VRSN
+32.1%
-72.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -1.9% | -1.4% |
| 7D | -7.1% | -1.5% | -5.5% | -6.8% |
| 30D | -4.5% | +0.7% | -5.2% | -4.6% |
| 3M | -22.3% | +0.6% | -22.8% | -22.4% |
| 6M | -28.4% | +21.7% | -50.1% | -30.9% |
| YTD | -29.5% | +20.0% | -49.5% | -31.9% |
| 1Y | -34.2% | +3.2% | -37.4% | -34.8% |
| 3Y | -45.7% | +42.4% | -88.0% | -49.9% |
| 5Y | -40.8% | +33.0% | -73.8% | -48.8% |
| All | -40.8% | +32.1% | -72.9% | -48.8% |
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 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