+408.7%
AEM vs VRSN
+292.3%
+116.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -6.8% | +1.4% | -8.3% | -7.1% |
| 30D | +0.8% | +3.9% | -3.0% | +0.1% |
| 3M | -0.8% | +9.3% | -10.2% | -2.4% |
| 6M | -8.5% | +6.7% | -15.2% | -9.9% |
| YTD | +5.9% | +30.0% | -24.1% | -0.2% |
| 1Y | +6.6% | +26.0% | -19.4% | +1.0% |
| 3Y | +302.2% | +53.1% | +249.1% | +260.9% |
| 5Y | +250.8% | +35.0% | +215.8% | +217.9% |
| All | +408.7% | +292.3% | +116.4% | +292.8% |
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