+86.9%
AEP vs VRSN
+37.7%
+49.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.9% |
| 7D | +0.7% | -1.2% | +2.0% | +0.9% |
| 30D | +4.8% | +3.8% | +1.0% | +4.1% |
| 3M | +5.4% | +9.5% | -4.2% | +3.6% |
| 6M | +0.4% | +10.3% | -9.9% | -1.7% |
| YTD | +15.5% | +30.5% | -15.0% | +8.9% |
| 1Y | +8.5% | +27.9% | -19.4% | +2.7% |
| 3Y | +84.6% | +54.3% | +30.3% | +63.6% |
| 5Y | +86.9% | +37.2% | +49.7% | +60.5% |
| All | +86.9% | +37.7% | +49.2% | +60.5% |
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