+4,178.5%
AEM vs VRSN
+6,651.0%
-2,472.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +24.0% | -0.2% | +24.2% | +24.0% |
| 3M | +16.1% | -0.3% | +16.4% | +16.1% |
| 6M | -11.6% | +23.0% | -34.6% | -11.9% |
| YTD | +21.5% | +21.3% | +0.2% | +21.1% |
| 1Y | +39.2% | +6.7% | +32.5% | +38.9% |
| 3Y | +347.4% | +45.0% | +302.5% | +344.2% |
| 5Y | +290.1% | +35.0% | +255.1% | +287.3% |
| 10Y | +357.8% | +276.3% | +81.5% | +353.5% |
| All | +4,178.5% | +6,651.0% | -2,472.5% | +5,720.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling