+64.2%
AIG vs VRSN
+299.1%
-234.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.1% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | -1.1% | +3.8% | -4.8% | -2.4% |
| 3M | +0.7% | +5.0% | -4.3% | -1.5% |
| 6M | -2.2% | +24.9% | -27.0% | -10.6% |
| YTD | -10.8% | +21.6% | -32.4% | -18.3% |
| 1Y | -2.0% | +2.4% | -4.4% | -4.2% |
| 3Y | +34.8% | +47.3% | -12.5% | +12.2% |
| 5Y | +55.0% | +34.7% | +20.3% | +30.2% |
| All | +64.2% | +299.1% | -234.9% | +6.3% |
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