+951.3%
APH vs VRSN
+289.3%
+662.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.9% | +9.1% | +8.5% |
| 7D | +1.1% | -0.8% | +1.9% | +1.4% |
| 30D | -7.5% | +0.7% | -8.2% | -7.7% |
| 3M | -4.4% | +4.1% | -8.6% | -6.2% |
| 6M | +26.5% | +6.7% | +19.8% | +21.6% |
| YTD | +20.0% | +27.1% | -7.0% | +5.5% |
| 1Y | +16.9% | +28.0% | -11.1% | +2.2% |
| 3Y | +288.5% | +52.6% | +235.9% | +202.1% |
| 5Y | +310.3% | +33.3% | +277.0% | +235.5% |
| 10Y | +951.3% | +279.5% | +671.8% | +465.5% |
| All | +951.3% | +289.3% | +662.0% | +465.5% |
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 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