+10.3%
APA vs VRSN
+38.4%
-28.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +2.4% |
| 7D | -1.7% | -2.1% | +0.4% | -1.3% |
| 30D | +15.7% | -3.9% | +19.6% | +16.5% |
| 3M | +16.5% | -0.1% | +16.6% | +16.4% |
| 6M | +35.1% | +16.4% | +18.7% | +30.8% |
| YTD | +82.2% | +17.2% | +65.0% | +75.5% |
| 1Y | +102.5% | +1.0% | +101.5% | +102.3% |
| 3Y | +10.3% | +39.1% | -28.8% | -6.6% |
| All | +10.3% | +38.4% | -28.1% | -6.6% |
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 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