+33.4%
AG vs VRSN
+31.7%
+1.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.3% | +7.8% | +9.6% |
| 7D | -2.6% | +3.6% | -6.2% | -1.3% |
| 30D | -12.1% | +8.8% | -20.9% | -9.3% |
| 3M | -6.6% | +6.6% | -13.2% | -4.1% |
| 6M | -20.5% | +16.7% | -37.1% | -14.7% |
| YTD | -7.4% | +32.1% | -39.6% | +4.7% |
| 1Y | +33.4% | +34.1% | -0.7% | +52.0% |
| All | +33.4% | +31.7% | +1.7% | +52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling