+298.1%
APP vs VRSN
+34.7%
+263.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.8% |
| 7D | +4.6% | +1.4% | +3.2% | +3.7% |
| 30D | +56.0% | +3.9% | +52.2% | +52.2% |
| 3M | +30.8% | +9.3% | +21.5% | +23.6% |
| 6M | -9.8% | +6.7% | -16.4% | -14.7% |
| YTD | -39.3% | +30.0% | -69.3% | -50.7% |
| 1Y | -26.4% | +26.0% | -52.4% | -39.1% |
| 3Y | +887.9% | +53.1% | +834.8% | +558.0% |
| All | +298.1% | +34.7% | +263.4% | +215.7% |
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