+4.5%
APA vs VRSN
+296.1%
-291.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.2% |
| 7D | +5.1% | -1.2% | +6.3% | +5.6% |
| 30D | +0.3% | +3.8% | -3.5% | -1.5% |
| 3M | +15.6% | +9.5% | +6.1% | +10.5% |
| 6M | +28.9% | +10.3% | +18.6% | +22.1% |
| YTD | +96.6% | +30.5% | +66.1% | +70.3% |
| 1Y | +95.5% | +27.9% | +67.6% | +70.7% |
| 3Y | +41.8% | +54.3% | -12.5% | +9.2% |
| 5Y | +85.4% | +37.2% | +48.2% | +47.9% |
| 10Y | +4.5% | +293.1% | -288.5% | -38.6% |
| All | +4.5% | +296.1% | -291.5% | -38.6% |
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