+17.4%
AGI vs VRSN
+7.9%
+9.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -2.0% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +18.2% | -0.2% | +18.4% | +18.3% |
| 3M | -4.1% | -0.3% | -3.8% | -5.0% |
| 6M | -28.7% | +23.0% | -51.7% | -26.1% |
| YTD | -4.0% | +21.3% | -25.3% | -0.6% |
| 1Y | +17.4% | +6.7% | +10.7% | +20.6% |
| All | +17.4% | +7.9% | +9.5% | +20.6% |
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