-68.8%
APTV vs VRSN
+32.1%
-100.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.4% |
| 7D | -1.8% | -1.5% | -0.3% | -1.2% |
| 30D | -7.9% | +0.7% | -8.6% | -8.3% |
| 3M | -29.9% | +0.6% | -30.5% | -30.4% |
| 6M | -36.6% | +21.7% | -58.3% | -43.2% |
| YTD | -40.0% | +20.0% | -60.0% | -46.2% |
| 1Y | -44.0% | +3.2% | -47.2% | -45.8% |
| 3Y | -54.5% | +42.4% | -96.9% | -64.4% |
| 5Y | -68.8% | +33.0% | -101.8% | -75.2% |
| All | -68.8% | +32.1% | -100.9% | -75.2% |
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