+3,138.7%
AFL vs VRSN
+7,135.0%
-3,996.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +2.9% | +1.4% | +1.5% | +2.6% |
| 30D | +8.0% | +3.9% | +4.1% | +7.3% |
| 3M | +5.9% | +9.3% | -3.4% | +4.3% |
| 6M | +11.6% | +6.7% | +5.0% | +10.2% |
| YTD | +17.5% | +30.0% | -12.5% | +12.2% |
| 1Y | +13.3% | +26.0% | -12.7% | +8.7% |
| 3Y | +67.0% | +53.1% | +13.9% | +54.8% |
| 5Y | +150.6% | +35.0% | +115.6% | +135.2% |
| 10Y | +343.1% | +291.7% | +51.3% | +254.5% |
| All | +3,138.7% | +7,135.0% | -3,996.3% | +1,450.1% |
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