+1,254.4%
AAPL vs VRSN
+293.8%
+960.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.2% |
| 7D | -0.5% | -1.5% | +1.0% | +0.3% |
| 30D | +7.1% | +0.7% | +6.4% | +6.5% |
| 3M | +12.1% | +0.6% | +11.5% | +10.8% |
| 6M | +25.4% | +21.7% | +3.7% | +10.5% |
| YTD | +20.5% | +20.0% | +0.4% | +6.1% |
| 1Y | +44.5% | +3.2% | +41.4% | +38.4% |
| 3Y | +85.8% | +42.4% | +43.4% | +42.4% |
| 5Y | +124.8% | +33.0% | +91.8% | +76.4% |
| All | +1,254.4% | +293.8% | +960.5% | +636.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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