+337.4%
AGI vs VRSN
+299.1%
+38.3%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -2.7% | +0.2% | -3.0% | -2.8% |
| 30D | +7.2% | +3.8% | +3.5% | +6.6% |
| 3M | +4.3% | +5.0% | -0.7% | +3.2% |
| 6M | -27.1% | +24.9% | -52.0% | -30.2% |
| YTD | -6.6% | +21.6% | -28.2% | -10.5% |
| 1Y | +9.5% | +2.4% | +7.1% | +8.4% |
| 3Y | +208.4% | +47.3% | +161.1% | +181.7% |
| 5Y | +401.6% | +34.7% | +366.9% | +357.8% |
| All | +337.4% | +299.1% | +38.3% | +275.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling