+528.8%
APP vs VRSN
+52.0%
+476.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.9% | +5.7% | +5.3% |
| 7D | +79.2% | -0.8% | +80.0% | +79.5% |
| 30D | +48.0% | +0.7% | +47.3% | +46.9% |
| 3M | +18.2% | +4.1% | +14.1% | +15.0% |
| 6M | -12.5% | +6.7% | -19.2% | -17.7% |
| YTD | -39.2% | +27.1% | -66.2% | -49.9% |
| 1Y | -33.9% | +28.0% | -61.8% | -46.0% |
| 3Y | +933.3% | +52.6% | +880.7% | +589.6% |
| 5Y | +295.9% | +33.3% | +262.6% | +195.6% |
| All | +528.8% | +52.0% | +476.9% | +304.1% |
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