+134.9%
AS vs VRSN
+57.9%
+76.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +6.9% | +0.5% | +6.5% | +6.9% |
| 30D | +16.0% | +4.9% | +11.1% | +15.0% |
| 3M | -12.8% | +5.8% | -18.7% | -13.8% |
| 6M | -15.4% | +12.6% | -27.9% | -17.6% |
| YTD | -15.7% | +28.2% | -44.0% | -20.7% |
| 1Y | +6.1% | +30.4% | -24.4% | -1.0% |
| All | +134.9% | +57.9% | +76.9% | +106.7% |
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 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