+2.6%
AVTR vs VRSN
+50.4%
-47.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | -2.0% | -1.5% | -0.5% | -1.4% |
| 30D | +8.1% | +0.7% | +7.3% | +7.4% |
| 3M | +54.2% | +0.6% | +53.6% | +52.9% |
| 6M | +82.6% | +21.7% | +60.8% | +61.1% |
| YTD | +29.8% | +20.0% | +9.8% | +14.6% |
| 1Y | +18.0% | +3.2% | +14.8% | +13.4% |
| 3Y | -26.4% | +42.4% | -68.8% | -44.2% |
| 5Y | -64.8% | +33.0% | -97.8% | -73.0% |
| All | +2.6% | +50.4% | -47.7% | -24.3% |
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