+19.6%
AVAV vs VRSN
+34.5%
-15.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.1% | +11.5% | +10.8% |
| 7D | -10.6% | +0.5% | -11.1% | -10.7% |
| 30D | -18.8% | +4.9% | -23.7% | -20.1% |
| 3M | -34.1% | +5.8% | -39.9% | -35.4% |
| 6M | -35.3% | +12.6% | -47.9% | -38.4% |
| YTD | -53.4% | +28.2% | -81.6% | -58.1% |
| 1Y | -65.6% | +30.4% | -96.1% | -69.4% |
| 3Y | -5.1% | +54.6% | -59.6% | -25.0% |
| All | +19.6% | +34.5% | -15.0% | -11.4% |
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