+187.8%
APD vs VRSN
+289.3%
-101.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +3.0% | +2.4% |
| 7D | -1.6% | -0.8% | -0.7% | -1.3% |
| 30D | +10.6% | +0.7% | +9.9% | +10.2% |
| 3M | +2.5% | +4.1% | -1.6% | +0.6% |
| 6M | +6.0% | +6.7% | -0.8% | +2.3% |
| YTD | +28.4% | +27.1% | +1.4% | +14.4% |
| 1Y | +22.2% | +28.0% | -5.8% | +8.3% |
| 3Y | +26.6% | +52.6% | -26.0% | +1.4% |
| 5Y | +11.8% | +33.3% | -21.5% | -6.8% |
| 10Y | +187.8% | +279.5% | -91.7% | +59.4% |
| All | +187.8% | +289.3% | -101.5% | +59.4% |
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