+163.7%
APD vs VRSN
+274.2%
-110.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | +0.1% |
| 7D | -2.5% | -2.1% | -0.4% | -1.7% |
| 30D | -1.9% | -3.9% | +2.0% | -0.5% |
| 3M | +8.2% | -0.1% | +8.4% | +7.6% |
| 6M | +10.7% | +16.4% | -5.7% | +2.9% |
| YTD | +22.9% | +17.2% | +5.7% | +13.3% |
| 1Y | +5.8% | +1.0% | +4.8% | +3.5% |
| 3Y | +7.8% | +39.1% | -31.3% | -10.2% |
| 5Y | +26.1% | +29.0% | -2.9% | +6.1% |
| 10Y | +163.7% | +275.8% | -112.1% | +50.0% |
| All | +163.7% | +274.2% | -110.5% | +50.0% |
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