+16.9%
AWK vs VRSN
+26.4%
-9.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +0.1% | +1.4% | -1.3% | 0.0% |
| 30D | +14.3% | +3.9% | +10.4% | +13.8% |
| 3M | +10.3% | +9.3% | +1.0% | +9.0% |
| 6M | +18.9% | +6.7% | +12.3% | +17.6% |
| YTD | +17.7% | +30.0% | -12.3% | +12.1% |
| 1Y | +16.9% | +26.0% | -9.2% | +12.1% |
| All | +16.9% | +26.4% | -9.5% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling