+276.0%
APH vs VRSN
+54.2%
+221.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.7% |
| 7D | +0.4% | -1.2% | +1.6% | +0.3% |
| 30D | -8.0% | +3.8% | -11.7% | -7.7% |
| 3M | -5.0% | +9.5% | -14.5% | -4.2% |
| 6M | +29.9% | +10.3% | +19.7% | +31.6% |
| YTD | +18.0% | +30.5% | -12.5% | +18.9% |
| 1Y | +11.3% | +27.9% | -16.5% | +12.5% |
| All | +276.0% | +54.2% | +221.8% | +254.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling