+170.5%
AEP vs VRSN
+299.1%
-128.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.4% |
| 7D | -0.9% | +0.2% | -1.2% | -1.0% |
| 30D | -1.1% | +3.8% | -4.8% | -2.0% |
| 3M | -3.3% | +5.0% | -8.3% | -4.7% |
| 6M | -4.6% | +24.9% | -29.5% | -10.2% |
| YTD | +9.4% | +21.6% | -12.2% | +3.5% |
| 1Y | +16.9% | +2.4% | +14.5% | +15.2% |
| 3Y | +76.6% | +47.3% | +29.3% | +56.3% |
| 5Y | +66.2% | +34.7% | +31.4% | +47.8% |
| All | +170.5% | +299.1% | -128.6% | +106.6% |
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 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