+440.7%
AME vs VRSN
+292.3%
+148.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +5.9% | +1.4% | +4.5% | +5.2% |
| 30D | -1.9% | +3.9% | -5.8% | -3.5% |
| 3M | -5.4% | +9.3% | -14.7% | -9.1% |
| 6M | +4.9% | +6.7% | -1.7% | +0.9% |
| YTD | +18.5% | +30.0% | -11.6% | +2.9% |
| 1Y | +25.5% | +26.0% | -0.5% | +10.6% |
| 3Y | +63.0% | +53.1% | +9.9% | +27.1% |
| 5Y | +78.3% | +35.0% | +43.3% | +44.9% |
| All | +440.7% | +292.3% | +148.4% | +176.8% |
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