+343.5%
AEM vs VRSN
+41.8%
+301.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.4% |
| 7D | +3.0% | -1.0% | +4.0% | +3.0% |
| 30D | +12.5% | -1.9% | +14.4% | +12.5% |
| 3M | +26.9% | +1.4% | +25.6% | +27.2% |
| 6M | -9.4% | +19.0% | -28.5% | -9.9% |
| YTD | +20.3% | +19.2% | +1.1% | +19.8% |
| 1Y | +33.8% | +1.7% | +32.1% | +35.2% |
| All | +343.5% | +41.8% | +301.8% | +338.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling