+285.6%
APH vs VRSN
+44.8%
+240.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.8% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | -3.9% | -0.2% | -3.7% | -3.8% |
| 3M | +13.0% | -0.3% | +13.3% | +13.6% |
| 6M | +25.2% | +23.0% | +2.2% | +24.6% |
| YTD | +22.9% | +21.3% | +1.6% | +22.4% |
| 1Y | +47.8% | +6.7% | +41.1% | +50.3% |
| All | +285.6% | +44.8% | +240.8% | +263.8% |
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