+211.7%
AEP vs VRSN
+292.3%
-80.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +2.9% | +1.4% | +1.5% | +2.6% |
| 30D | +3.2% | +3.9% | -0.7% | +2.3% |
| 3M | +3.8% | +9.3% | -5.5% | +1.6% |
| 6M | +2.5% | +6.7% | -4.1% | +0.6% |
| YTD | +15.5% | +30.0% | -14.6% | +7.4% |
| 1Y | +9.6% | +26.0% | -16.4% | +2.7% |
| 3Y | +91.2% | +53.1% | +38.0% | +67.8% |
| 5Y | +88.2% | +35.0% | +53.2% | +67.7% |
| All | +211.7% | +292.3% | -80.7% | +142.7% |
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 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