+349.5%
APA vs VRSN
+6,651.0%
-6,301.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | +23.4% | -0.2% | +23.6% | +23.4% |
| 3M | +12.7% | -0.3% | +13.0% | +12.5% |
| 6M | +39.4% | +23.0% | +16.4% | +35.7% |
| YTD | +79.0% | +21.3% | +57.6% | +74.2% |
| 1Y | +88.8% | +6.7% | +82.1% | +86.4% |
| 3Y | +6.4% | +45.0% | -38.6% | +0.9% |
| 5Y | +153.0% | +35.0% | +117.9% | +141.4% |
| 10Y | +7.5% | +276.3% | -268.8% | -6.3% |
| All | +349.5% | +6,651.0% | -6,301.6% | +177.6% |
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 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