+72.8%
AG vs VRSN
+30.8%
+42.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.7% |
| 7D | -0.1% | -1.0% | +0.9% | +0.1% |
| 30D | +12.5% | -1.9% | +14.3% | +12.9% |
| 3M | +28.2% | +1.4% | +26.8% | +27.1% |
| 6M | -18.8% | +19.0% | -37.9% | -23.9% |
| YTD | +27.4% | +19.2% | +8.2% | +18.6% |
| 1Y | +132.2% | +1.7% | +130.5% | +129.2% |
| 3Y | +286.9% | +41.4% | +245.4% | +225.1% |
| 5Y | +72.8% | +31.7% | +41.1% | +40.2% |
| All | +72.8% | +30.8% | +42.0% | +40.2% |
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