+142.4%
AMT vs VRSN
+292.3%
-149.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +1.5% | +1.4% | +0.1% | +0.9% |
| 30D | +6.8% | +3.9% | +3.0% | +5.1% |
| 3M | +11.2% | +9.3% | +1.9% | +6.9% |
| 6M | +12.5% | +6.7% | +5.8% | +8.8% |
| YTD | +12.5% | +30.0% | -17.5% | -1.0% |
| 1Y | +10.1% | +26.0% | -15.9% | -1.8% |
| 3Y | +16.0% | +53.1% | -37.1% | -7.3% |
| 5Y | -17.2% | +35.0% | -52.2% | -31.3% |
| All | +142.4% | +292.3% | -149.9% | +48.5% |
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