+133.7%
AMT vs VRSN
+285.2%
-151.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | 0.0% |
| 7D | +1.6% | -0.9% | +2.5% | +2.0% |
| 30D | +4.5% | +2.4% | +2.0% | +3.3% |
| 3M | +13.8% | +6.4% | +7.4% | +10.6% |
| 6M | +10.0% | +8.6% | +1.5% | +5.6% |
| YTD | +11.8% | +29.3% | -17.5% | -1.5% |
| 1Y | +10.2% | +27.2% | -17.0% | -2.2% |
| 3Y | +15.1% | +52.8% | -37.7% | -8.0% |
| 5Y | -18.8% | +36.7% | -55.5% | -33.1% |
| 10Y | +133.7% | +290.8% | -157.1% | +40.0% |
| All | +133.7% | +285.2% | -151.5% | +40.0% |
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