+137.8%
AS vs VRSN
+59.2%
+78.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.6% | -2.2% |
| 7D | +4.5% | -0.9% | +5.4% | +4.7% |
| 30D | +13.2% | +2.4% | +10.8% | +12.7% |
| 3M | -11.9% | +6.4% | -18.3% | -13.0% |
| 6M | -11.6% | +8.6% | -20.1% | -13.3% |
| YTD | -14.7% | +29.3% | -44.0% | -19.9% |
| 1Y | +5.7% | +27.2% | -21.5% | -0.4% |
| All | +137.8% | +59.2% | +78.6% | +108.9% |
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