+192.8%
APD vs VRSN
+291.7%
-98.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +2.2% | +0.1% | +2.0% | +2.1% |
| 30D | +9.4% | +3.6% | +5.9% | +7.9% |
| 3M | +4.7% | +10.8% | -6.1% | +0.3% |
| 6M | +5.5% | +9.9% | -4.5% | +0.7% |
| YTD | +31.4% | +29.8% | +1.6% | +16.0% |
| 1Y | +24.1% | +26.3% | -2.2% | +10.8% |
| 3Y | +28.8% | +53.5% | -24.7% | +3.0% |
| 5Y | +15.8% | +34.8% | -19.0% | -3.8% |
| All | +192.8% | +291.7% | -98.9% | +57.3% |
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