+438.3%
AME vs VRSN
+291.7%
+146.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +8.1% | +0.1% | +8.0% | +8.0% |
| 30D | -3.8% | +3.6% | -7.3% | -5.2% |
| 3M | -6.6% | +10.8% | -17.4% | -10.8% |
| 6M | +4.6% | +9.9% | -5.4% | -0.8% |
| YTD | +17.9% | +29.8% | -11.9% | +2.6% |
| 1Y | +23.2% | +26.3% | -3.1% | +8.5% |
| 3Y | +62.9% | +53.5% | +9.4% | +26.9% |
| 5Y | +77.5% | +34.8% | +42.7% | +44.4% |
| All | +438.3% | +291.7% | +146.6% | +175.8% |
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