+105.7%
AMT vs VRSN
+279.4%
-173.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +1.3% |
| 7D | -0.2% | -2.1% | +2.0% | +0.7% |
| 30D | +1.8% | -3.9% | +5.8% | +3.4% |
| 3M | -6.2% | -0.1% | -6.0% | -6.5% |
| 6M | -5.0% | +16.4% | -21.4% | -11.8% |
| YTD | +2.1% | +17.2% | -15.2% | -6.1% |
| 1Y | -5.7% | +1.0% | -6.7% | -7.6% |
| 3Y | +7.9% | +39.1% | -31.2% | -10.3% |
| 5Y | -32.3% | +29.0% | -61.3% | -43.0% |
| All | +105.7% | +279.4% | -173.7% | +25.1% |
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