+459.5%
AJG vs VRSN
+299.1%
+160.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.6% | -1.8% |
| 7D | -8.3% | +0.2% | -8.5% | -8.4% |
| 30D | -5.7% | +3.8% | -9.4% | -7.2% |
| 3M | +9.1% | +5.0% | +4.1% | +6.5% |
| 6M | +15.2% | +24.9% | -9.7% | +3.9% |
| YTD | -6.3% | +21.6% | -27.9% | -14.8% |
| 1Y | -19.1% | +2.4% | -21.5% | -21.0% |
| 3Y | +8.2% | +47.3% | -39.1% | -11.0% |
| 5Y | +75.6% | +34.7% | +40.9% | +47.4% |
| All | +459.5% | +299.1% | +160.4% | +253.4% |
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 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