+61.1%
AME vs VRSN
+54.6%
+6.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.1% |
| 7D | -4.1% | -0.9% | -3.3% | -4.1% |
| 30D | -4.1% | +2.4% | -6.6% | -4.3% |
| 3M | -5.6% | +6.4% | -12.0% | -6.1% |
| 6M | +2.8% | +8.6% | -5.7% | +2.1% |
| YTD | +16.6% | +29.3% | -12.7% | +12.0% |
| 1Y | +21.1% | +27.2% | -6.1% | +16.7% |
| 3Y | +61.1% | +52.8% | +8.2% | +42.8% |
| All | +61.1% | +54.6% | +6.5% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling