+4.4%
APA vs VRSN
+291.7%
-287.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | +9.6% | +0.1% | +9.5% | +9.5% |
| 30D | -0.2% | +3.6% | -3.8% | -1.9% |
| 3M | +19.8% | +10.8% | +9.1% | +13.9% |
| 6M | +30.1% | +9.9% | +20.1% | +23.3% |
| YTD | +100.4% | +29.8% | +70.6% | +74.0% |
| 1Y | +105.2% | +26.3% | +78.9% | +80.2% |
| 3Y | +44.6% | +53.5% | -8.9% | +11.5% |
| 5Y | +88.8% | +34.8% | +54.0% | +51.9% |
| All | +4.4% | +291.7% | -287.3% | -40.4% |
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