+260,282.4%
AAPL vs VRSN
+7,135.0%
+253,147.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +4.1% | +1.4% | +2.7% | +3.7% |
| 30D | +4.0% | +3.9% | +0.1% | +2.9% |
| 3M | +16.8% | +9.3% | +7.5% | +13.9% |
| 6M | +19.4% | +6.7% | +12.7% | +16.7% |
| YTD | +31.5% | +30.0% | +1.5% | +21.4% |
| 1Y | +31.0% | +26.0% | +5.0% | +21.8% |
| 3Y | +95.3% | +53.1% | +42.2% | +71.2% |
| 5Y | +143.4% | +35.0% | +108.3% | +120.5% |
| 10Y | +1,330.5% | +291.7% | +1,038.8% | +903.2% |
| All | +260,282.4% | +7,135.0% | +253,147.4% | +102,639.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling