+120.4%
AS vs VRSN
+49.4%
+70.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | -4.9% | +0.1% | -4.9% | -4.9% |
| 30D | -19.6% | -0.2% | -19.4% | -19.6% |
| 3M | -14.4% | -0.3% | -14.1% | -14.6% |
| 6M | -20.1% | +23.0% | -43.1% | -24.1% |
| YTD | -20.9% | +21.3% | -42.3% | -24.8% |
| 1Y | -21.9% | +6.7% | -28.6% | -22.7% |
| All | +120.4% | +49.4% | +70.9% | +96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling