+143.3%
AAPL vs VRSN
+34.7%
+108.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +4.1% | +1.4% | +2.7% | +3.5% |
| 30D | +4.0% | +3.9% | +0.1% | +2.2% |
| 3M | +16.8% | +9.3% | +7.5% | +11.9% |
| 6M | +19.4% | +6.7% | +12.7% | +14.9% |
| YTD | +31.5% | +30.0% | +1.5% | +13.7% |
| 1Y | +31.0% | +26.0% | +5.0% | +15.0% |
| 3Y | +95.3% | +53.1% | +42.2% | +48.4% |
| All | +143.3% | +34.7% | +108.6% | +94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling