+5,705.5%
VRSN vs AEIS
+1,541.3%
+4,164.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.1% | -7.2% | -3.0% |
| 7D | +0.5% | -11.3% | +11.8% | +3.5% |
| 30D | +4.9% | -32.6% | +37.5% | +16.9% |
| 3M | +5.8% | -39.2% | +45.0% | +20.0% |
| 6M | +12.6% | -45.4% | +57.9% | +26.9% |
| YTD | +28.2% | -5.8% | +34.1% | +16.9% |
| 1Y | +30.4% | -10.0% | +40.4% | +20.2% |
| 3Y | +54.6% | +121.2% | -66.6% | -2.4% |
| 5Y | +35.1% | +110.6% | -75.6% | -16.1% |
| 10Y | +294.0% | +326.6% | -32.6% | +62.1% |
| All | +5,705.5% | +1,541.3% | +4,164.2% | +827.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling