+3.2%
AVTR vs VRSN
+52.0%
-48.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +12.1% | -0.2% | +12.2% | +12.0% |
| 3M | +57.2% | -0.3% | +57.5% | +56.4% |
| 6M | +73.1% | +23.0% | +50.1% | +51.9% |
| YTD | +30.6% | +21.3% | +9.3% | +14.8% |
| 1Y | +13.5% | +6.7% | +6.8% | +7.2% |
| 3Y | -31.0% | +45.0% | -76.0% | -48.2% |
| 5Y | -63.2% | +35.0% | -98.3% | -71.9% |
| All | +3.2% | +52.0% | -48.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling