+304.4%
VRSN vs AEE
+222.5%
+81.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | +1.4% | +1.7% | -0.3% | +0.7% |
| 30D | +3.9% | +9.7% | -5.9% | -0.1% |
| 3M | +9.3% | +5.9% | +3.4% | +6.6% |
| 6M | +6.7% | +6.7% | 0.0% | +3.4% |
| YTD | +30.0% | +17.4% | +12.7% | +20.6% |
| 1Y | +26.0% | +12.7% | +13.3% | +18.9% |
| 3Y | +53.1% | +68.2% | -15.1% | +19.9% |
| 5Y | +35.0% | +57.3% | -22.3% | +8.2% |
| All | +304.4% | +222.5% | +81.9% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling