+123.4%
AS vs VRSN
+60.2%
+63.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -4.9% | +1.4% | -6.3% | -5.1% |
| 30D | +3.9% | +3.9% | 0.0% | +3.1% |
| 3M | -9.6% | +9.3% | -18.9% | -11.2% |
| 6M | -8.7% | +6.7% | -15.3% | -10.1% |
| YTD | -19.8% | +30.0% | -49.9% | -24.8% |
| 1Y | -1.5% | +26.0% | -27.6% | -6.8% |
| All | +123.4% | +60.2% | +63.3% | +96.1% |
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