+5,777.2%
VRSN vs AEIS
+1,806.0%
+3,971.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | +0.1% | +23.2% | -23.1% | -6.6% |
| 30D | +3.6% | -17.0% | +20.6% | +7.8% |
| 3M | +10.8% | -32.2% | +42.9% | +21.2% |
| 6M | +9.9% | -32.6% | +42.5% | +15.7% |
| YTD | +29.8% | +9.4% | +20.4% | +12.6% |
| 1Y | +26.3% | +7.7% | +18.6% | +9.7% |
| 3Y | +53.5% | +157.9% | -104.4% | -7.9% |
| 5Y | +34.8% | +154.8% | -120.0% | -21.4% |
| 10Y | +291.0% | +355.2% | -64.2% | +57.8% |
| All | +5,777.2% | +1,806.0% | +3,971.1% | +793.7% |
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 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