+140.1%
AMT vs VRSN
+291.7%
-151.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +5.8% | +3.6% | +2.2% | +4.2% |
| 3M | +12.6% | +10.8% | +1.8% | +7.6% |
| 6M | +8.3% | +9.9% | -1.6% | +3.4% |
| YTD | +11.4% | +29.8% | -18.4% | -1.9% |
| 1Y | +7.7% | +26.3% | -18.6% | -4.1% |
| 3Y | +14.8% | +53.5% | -38.7% | -8.4% |
| 5Y | -18.0% | +34.8% | -52.7% | -31.9% |
| All | +140.1% | +291.7% | -151.6% | +47.2% |
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