+31.7%
VRSN vs AEIS
+238.7%
-207.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.8% |
| 7D | -1.0% | +6.5% | -7.5% | -1.6% |
| 30D | -1.9% | -9.2% | +7.3% | -1.3% |
| 3M | +1.4% | -8.3% | +9.7% | +0.8% |
| 6M | +19.0% | -6.3% | +25.4% | +16.5% |
| YTD | +19.2% | +36.5% | -17.3% | +7.8% |
| 1Y | +1.7% | +84.8% | -83.1% | -14.3% |
| 3Y | +41.4% | +176.6% | -135.2% | +3.2% |
| 5Y | +31.7% | +237.1% | -205.4% | -14.7% |
| All | +31.7% | +238.7% | -207.1% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling