+384.7%
AGI vs VRSN
+33.8%
+350.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -2.7% | +0.2% | -3.0% | -2.8% |
| 30D | +7.2% | +3.8% | +3.5% | +6.5% |
| 3M | +4.3% | +5.0% | -0.7% | +3.0% |
| 6M | -27.1% | +24.9% | -52.0% | -31.2% |
| YTD | -6.6% | +21.6% | -28.2% | -11.6% |
| 1Y | +9.5% | +2.4% | +7.1% | +8.7% |
| 3Y | +208.4% | +47.3% | +161.1% | +169.7% |
| All | +384.7% | +33.8% | +350.9% | +315.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling