+500.0%
APP vs VRSN
+53.4%
+446.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +10.9% | +10.5% |
| 7D | +71.2% | +0.5% | +70.7% | +70.3% |
| 30D | +39.1% | +4.9% | +34.2% | +34.8% |
| 3M | +16.5% | +5.8% | +10.7% | +12.3% |
| 6M | -16.6% | +12.6% | -29.1% | -24.3% |
| YTD | -41.9% | +28.2% | -70.2% | -52.4% |
| 1Y | -37.0% | +30.4% | -67.5% | -49.2% |
| 3Y | +892.4% | +54.6% | +837.9% | +556.6% |
| 5Y | +297.3% | +35.1% | +262.2% | +194.6% |
| All | +500.0% | +53.4% | +446.7% | +283.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling