-24.6%
AVTR vs VRSN
+38.4%
-63.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.3% | +2.5% |
| 7D | +7.4% | -2.1% | +9.5% | +7.8% |
| 30D | +12.2% | -3.9% | +16.1% | +13.0% |
| 3M | +57.4% | -0.1% | +57.5% | +57.1% |
| 6M | +86.7% | +16.4% | +70.2% | +78.3% |
| YTD | +33.1% | +17.2% | +15.8% | +26.4% |
| 1Y | +16.1% | +1.0% | +15.2% | +13.9% |
| 3Y | -24.6% | +39.1% | -63.7% | -37.7% |
| All | -24.6% | +38.4% | -63.0% | -37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling