+304.4%
VRSN vs AEIS
+332.3%
-27.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.8% |
| 7D | +1.4% | +11.5% | -10.1% | -0.5% |
| 30D | +3.9% | -15.8% | +19.6% | +6.0% |
| 3M | +9.3% | -33.3% | +42.6% | +15.4% |
| 6M | +6.7% | -35.2% | +41.8% | +10.8% |
| YTD | +30.0% | +5.0% | +25.0% | +18.7% |
| 1Y | +26.0% | +8.5% | +17.5% | +13.9% |
| 3Y | +53.1% | +152.9% | -99.8% | +6.4% |
| 5Y | +35.0% | +144.6% | -109.6% | -7.8% |
| All | +304.4% | +332.3% | -27.9% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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