+944.2%
APH vs VRSN
+296.1%
+648.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.2% |
| 7D | +0.4% | -1.2% | +1.6% | +0.8% |
| 30D | -8.0% | +3.8% | -11.7% | -9.3% |
| 3M | -5.0% | +9.5% | -14.5% | -8.5% |
| 6M | +29.9% | +10.3% | +19.7% | +23.4% |
| YTD | +18.0% | +30.5% | -12.5% | +2.6% |
| 1Y | +11.3% | +27.9% | -16.5% | -2.3% |
| 3Y | +274.9% | +54.3% | +220.6% | +191.1% |
| 5Y | +300.6% | +37.2% | +263.4% | +224.0% |
| 10Y | +944.2% | +293.1% | +651.2% | +456.7% |
| All | +944.2% | +296.1% | +648.1% | +456.7% |
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