+2,822.8%
AFL vs VRSN
+6,422.7%
-3,599.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.6% | -1.2% |
| 7D | -0.7% | -2.1% | +1.4% | -0.4% |
| 30D | -7.1% | -3.9% | -3.2% | -6.6% |
| 3M | +0.4% | -0.1% | +0.6% | +0.3% |
| 6M | +4.5% | +16.4% | -11.9% | +1.7% |
| YTD | +6.1% | +17.2% | -11.2% | +3.0% |
| 1Y | +10.6% | +1.0% | +9.6% | +9.8% |
| 3Y | +64.0% | +39.1% | +24.9% | +54.4% |
| 5Y | +133.7% | +29.0% | +104.7% | +120.9% |
| 10Y | +298.0% | +275.8% | +22.2% | +220.8% |
| All | +2,822.8% | +6,422.7% | -3,599.9% | +1,322.7% |
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