+439.9%
AG vs VRSN
+1,378.2%
-938.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.3% | +0.1% |
| 7D | +4.5% | -2.1% | +6.6% | +5.2% |
| 30D | +12.9% | -3.9% | +16.8% | +14.2% |
| 3M | +20.9% | -0.1% | +21.1% | +19.8% |
| 6M | -19.5% | +16.4% | -35.9% | -25.1% |
| YTD | +24.8% | +17.2% | +7.6% | +15.1% |
| 1Y | +120.2% | +1.0% | +119.3% | +113.6% |
| 3Y | +279.0% | +39.1% | +239.9% | +221.5% |
| 5Y | +67.9% | +29.0% | +38.9% | +44.5% |
| 10Y | +57.5% | +275.8% | -218.3% | -13.5% |
| All | +439.9% | +1,378.2% | -938.3% | +44.8% |
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