-20.3%
AMT vs VRSN
+34.5%
-54.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.3% |
| 7D | +0.5% | +0.5% | +0.1% | +0.4% |
| 30D | +13.6% | +4.9% | +8.7% | +11.7% |
| 3M | +11.5% | +5.8% | +5.6% | +9.0% |
| 6M | +6.9% | +12.6% | -5.6% | +1.8% |
| YTD | +10.8% | +28.2% | -17.4% | -0.2% |
| 1Y | +10.3% | +30.4% | -20.1% | -1.5% |
| 3Y | +12.4% | +54.6% | -42.2% | -8.6% |
| All | -20.3% | +34.5% | -54.9% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling