-64.8%
AVTR vs VRSN
+32.1%
-96.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -2.0% | -1.5% | -0.5% | -1.6% |
| 30D | +8.1% | +0.7% | +7.3% | +7.7% |
| 3M | +54.2% | +0.6% | +53.6% | +53.4% |
| 6M | +82.6% | +21.7% | +60.8% | +68.2% |
| YTD | +29.8% | +20.0% | +9.8% | +19.7% |
| 1Y | +18.0% | +3.2% | +14.8% | +15.0% |
| 3Y | -26.4% | +42.4% | -68.8% | -39.7% |
| 5Y | -64.8% | +33.0% | -97.8% | -70.5% |
| All | -64.8% | +32.1% | -96.9% | -70.5% |
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