+301.0%
AEM vs VRSN
+30.8%
+270.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.2% |
| 7D | +3.0% | -1.0% | +4.0% | +3.1% |
| 30D | +12.5% | -1.9% | +14.4% | +12.7% |
| 3M | +26.9% | +1.4% | +25.6% | +26.6% |
| 6M | -9.4% | +19.0% | -28.5% | -12.2% |
| YTD | +20.3% | +19.2% | +1.1% | +16.4% |
| 1Y | +33.8% | +1.7% | +32.1% | +33.3% |
| 3Y | +349.8% | +41.4% | +308.4% | +315.7% |
| 5Y | +301.0% | +31.7% | +269.4% | +256.2% |
| All | +301.0% | +30.8% | +270.3% | +256.2% |
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