+27.7%
AVAV vs VRSN
+34.7%
-7.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +4.2% | +1.4% | +2.8% | +3.7% |
| 30D | -2.6% | +3.9% | -6.4% | -3.8% |
| 3M | -38.0% | +9.3% | -47.3% | -39.8% |
| 6M | -27.0% | +6.7% | -33.7% | -28.9% |
| YTD | -51.4% | +30.0% | -81.5% | -56.6% |
| 1Y | -60.2% | +26.0% | -86.2% | -64.0% |
| 3Y | -6.7% | +53.1% | -59.8% | -25.6% |
| All | +27.7% | +34.7% | -7.1% | -8.2% |
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