+91.2%
AEP vs VRSN
+54.2%
+37.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.0% |
| 7D | +0.7% | -1.2% | +2.0% | +0.8% |
| 30D | +4.8% | +3.8% | +1.0% | +4.6% |
| 3M | +5.4% | +9.5% | -4.2% | +4.7% |
| 6M | +0.4% | +10.3% | -9.9% | -0.3% |
| YTD | +15.5% | +30.5% | -15.0% | +12.5% |
| 1Y | +8.5% | +27.9% | -19.4% | +6.0% |
| All | +91.2% | +54.2% | +37.0% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling