+554.8%
MA vs VRSN
+289.3%
+265.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.0% |
| 7D | -0.3% | -0.8% | +0.5% | +0.1% |
| 30D | +11.3% | +0.7% | +10.6% | +10.8% |
| 3M | +16.7% | +4.1% | +12.5% | +13.7% |
| 6M | +32.8% | +6.7% | +26.1% | +26.3% |
| YTD | +15.6% | +27.1% | -11.4% | -1.8% |
| 1Y | +19.6% | +28.0% | -8.4% | +1.0% |
| 3Y | +72.1% | +52.6% | +19.5% | +26.3% |
| 5Y | +96.0% | +33.3% | +62.7% | +53.1% |
| 10Y | +554.8% | +279.5% | +275.3% | +178.1% |
| All | +554.8% | +289.3% | +265.5% | +178.1% |
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