+0.3%
AGI vs VRSN
+31.7%
-31.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +1.3% | +9.5% | +10.9% |
| 7D | -5.3% | +3.6% | -8.9% | -4.9% |
| 30D | -7.1% | +8.8% | -16.0% | -6.3% |
| 3M | +4.4% | +6.6% | -2.2% | +5.1% |
| 6M | -23.0% | +16.7% | -39.7% | -21.8% |
| YTD | -22.0% | +32.1% | -54.1% | -18.1% |
| 1Y | +0.3% | +34.1% | -33.8% | +4.2% |
| All | +0.3% | +31.7% | -31.4% | +4.2% |
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 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