+355.1%
AEM vs VRSN
+299.1%
+56.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.5% | +1.6% |
| 7D | -2.1% | +0.2% | -2.4% | -2.2% |
| 30D | +8.4% | +3.8% | +4.7% | +7.7% |
| 3M | +27.3% | +5.0% | +22.3% | +25.8% |
| 6M | -9.7% | +24.9% | -34.5% | -14.1% |
| YTD | +19.0% | +21.6% | -2.7% | +13.3% |
| 1Y | +31.5% | +2.4% | +29.1% | +29.8% |
| 3Y | +338.7% | +47.3% | +291.4% | +294.8% |
| 5Y | +307.4% | +34.7% | +272.7% | +267.5% |
| All | +355.1% | +299.1% | +56.0% | +226.5% |
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