+5,393.5%
VRSN vs AEE
+969.3%
+4,424.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | +0.1% | +0.3% | -0.3% | -0.1% |
| 30D | -0.2% | -2.3% | +2.1% | +0.7% |
| 3M | -0.3% | +0.2% | -0.5% | -0.6% |
| 6M | +23.0% | -4.7% | +27.7% | +24.9% |
| YTD | +21.3% | +8.1% | +13.2% | +16.7% |
| 1Y | +6.7% | +8.5% | -1.8% | +2.3% |
| 3Y | +45.0% | +48.9% | -3.9% | +20.1% |
| 5Y | +35.0% | +39.9% | -4.9% | +14.1% |
| 10Y | +276.3% | +186.5% | +89.8% | +128.7% |
| All | +5,393.5% | +969.3% | +4,424.2% | +3,177.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling