+1,055.9%
APH vs VRSN
+290.6%
+765.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -3.9% | -0.2% | -3.7% | -4.0% |
| 3M | +13.0% | -0.3% | +13.3% | +12.0% |
| 6M | +25.2% | +23.0% | +2.2% | +12.5% |
| YTD | +22.9% | +21.3% | +1.6% | +10.2% |
| 1Y | +47.8% | +6.7% | +41.1% | +39.8% |
| 3Y | +283.0% | +45.0% | +238.1% | +204.5% |
| 5Y | +349.7% | +35.0% | +314.6% | +264.0% |
| All | +1,055.9% | +290.6% | +765.3% | +536.5% |
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