+206.3%
AGI vs VRSN
+42.7%
+163.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.3% |
| 7D | -5.3% | -1.5% | -3.7% | -5.2% |
| 30D | +6.8% | +0.7% | +6.0% | +6.8% |
| 3M | +8.3% | +0.6% | +7.7% | +8.0% |
| 6M | -29.2% | +21.7% | -51.0% | -30.5% |
| YTD | -7.3% | +20.0% | -27.3% | -8.9% |
| 1Y | +8.0% | +3.2% | +4.9% | +8.9% |
| All | +206.3% | +42.7% | +163.6% | +190.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling