+1,528.7%
APD vs VRSN
+6,969.1%
-5,440.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +3.0% | +2.2% |
| 7D | -1.6% | -0.8% | -0.7% | -1.5% |
| 30D | +10.6% | +0.7% | +9.9% | +10.5% |
| 3M | +2.5% | +4.1% | -1.6% | +1.9% |
| 6M | +6.0% | +6.7% | -0.8% | +4.8% |
| YTD | +28.4% | +27.1% | +1.4% | +24.0% |
| 1Y | +22.2% | +28.0% | -5.8% | +17.8% |
| 3Y | +26.6% | +52.6% | -26.0% | +18.9% |
| 5Y | +11.8% | +33.3% | -21.5% | +6.3% |
| 10Y | +187.8% | +279.5% | -91.7% | +144.2% |
| All | +1,528.7% | +6,969.1% | -5,440.4% | +789.5% |
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