+370.5%
APA vs VRSN
+6,969.1%
-6,598.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -8.7% | -0.8% | -7.9% | -8.7% |
| 30D | -2.4% | +0.7% | -3.1% | -2.5% |
| 3M | +19.0% | +4.1% | +14.9% | +18.3% |
| 6M | +26.8% | +6.7% | +20.1% | +25.5% |
| YTD | +87.3% | +27.1% | +60.3% | +81.2% |
| 1Y | +92.3% | +28.0% | +64.3% | +85.8% |
| 3Y | +37.3% | +52.6% | -15.4% | +29.4% |
| 5Y | +73.2% | +33.3% | +39.9% | +65.3% |
| 10Y | -0.9% | +279.5% | -280.4% | -13.8% |
| All | +370.5% | +6,969.1% | -6,598.6% | +188.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling