-35.9%
APP vs VRSN
+7.9%
-43.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.7% | +2.2% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | -23.3% | -0.2% | -23.1% | -23.3% |
| 3M | -42.6% | -0.3% | -42.4% | -42.8% |
| 6M | -33.6% | +23.0% | -56.6% | -34.9% |
| YTD | -52.4% | +21.3% | -73.8% | -54.3% |
| 1Y | -35.9% | +6.7% | -42.6% | -34.9% |
| All | -35.9% | +7.9% | -43.8% | -34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling