+230,836.1%
AAPL vs VRSN
+6,422.7%
+224,413.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.3% |
| 7D | -2.7% | -2.1% | -0.6% | -2.2% |
| 30D | +1.0% | -3.9% | +4.9% | +2.0% |
| 3M | +5.0% | -0.1% | +5.1% | +4.6% |
| 6M | +23.0% | +16.4% | +6.6% | +17.4% |
| YTD | +16.6% | +17.2% | -0.6% | +10.7% |
| 1Y | +33.4% | +1.0% | +32.4% | +31.5% |
| 3Y | +79.9% | +39.1% | +40.8% | +61.7% |
| 5Y | +109.0% | +29.0% | +80.0% | +91.7% |
| 10Y | +1,210.4% | +275.8% | +934.6% | +830.3% |
| All | +230,836.1% | +6,422.7% | +224,413.4% | +93,640.7% |
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