-58.9%
AVTR vs VRSN
+35.4%
-94.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +3.2% | +0.1% | +3.0% | +3.1% |
| 30D | +0.5% | +3.6% | -3.1% | -0.7% |
| 3M | +12.1% | +10.8% | +1.4% | +8.4% |
| 6M | +91.2% | +9.9% | +81.2% | +84.0% |
| YTD | +36.3% | +29.8% | +6.5% | +22.8% |
| 1Y | +35.2% | +26.3% | +8.9% | +23.2% |
| 3Y | -15.8% | +53.5% | -69.3% | -32.3% |
| 5Y | -58.9% | +34.8% | -93.7% | -64.1% |
| All | -58.9% | +35.4% | -94.3% | -64.1% |
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