+7.2%
AVTR vs VRSN
+62.9%
-55.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.5% | +1.4% | -1.0% | -0.3% |
| 30D | -1.0% | +3.9% | -4.9% | -3.0% |
| 3M | +12.2% | +9.3% | +2.9% | +6.8% |
| 6M | +97.5% | +6.7% | +90.8% | +88.7% |
| YTD | +35.6% | +30.0% | +5.6% | +14.7% |
| 1Y | +32.8% | +26.0% | +6.8% | +14.4% |
| 3Y | -16.5% | +53.1% | -69.6% | -39.0% |
| 5Y | -59.1% | +35.0% | -94.2% | -68.2% |
| All | +7.2% | +62.9% | -55.8% | -24.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling