+65.1%
AEP vs VRSN
+30.8%
+34.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.9% |
| 7D | +0.9% | -1.0% | +1.9% | +1.1% |
| 30D | +1.5% | -1.9% | +3.4% | +1.8% |
| 3M | -1.7% | +1.4% | -3.0% | -2.1% |
| 6M | -4.0% | +19.0% | -23.1% | -7.8% |
| YTD | +10.6% | +19.2% | -8.6% | +6.0% |
| 1Y | +18.6% | +1.7% | +16.9% | +17.8% |
| 3Y | +78.7% | +41.4% | +37.3% | +61.0% |
| 5Y | +65.1% | +31.7% | +33.4% | +44.9% |
| All | +65.1% | +30.8% | +34.3% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling