+282.2%
APH vs VRSN
+34.5%
+247.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.1% | +5.2% | +4.4% |
| 7D | -5.9% | +0.5% | -6.4% | -6.0% |
| 30D | -14.8% | +4.9% | -19.7% | -15.7% |
| 3M | -12.4% | +5.8% | -18.3% | -13.7% |
| 6M | +8.1% | +12.6% | -4.5% | +4.0% |
| YTD | +10.9% | +28.2% | -17.3% | +1.2% |
| 1Y | +8.8% | +30.4% | -21.7% | -1.6% |
| 3Y | +262.1% | +54.6% | +207.5% | +192.6% |
| All | +282.2% | +34.5% | +247.6% | +227.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling