+33.0%
VRSN vs AEE
+38.5%
-5.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.1% |
| 7D | -1.5% | -0.7% | -0.9% | -1.3% |
| 30D | +0.7% | -2.0% | +2.7% | +1.4% |
| 3M | +0.6% | -2.8% | +3.4% | +1.4% |
| 6M | +21.7% | -3.6% | +25.3% | +22.8% |
| YTD | +20.0% | +7.3% | +12.7% | +15.8% |
| 1Y | +3.2% | +8.7% | -5.5% | -1.1% |
| 3Y | +42.4% | +46.0% | -3.6% | +19.3% |
| 5Y | +33.0% | +39.8% | -6.8% | +15.2% |
| All | +33.0% | +38.5% | -5.6% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling