+505.6%
MA vs VRSN
+274.2%
+231.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +1.9% | +0.5% |
| 7D | -1.8% | -2.1% | +0.4% | -0.6% |
| 30D | +1.4% | -3.9% | +5.3% | +3.6% |
| 3M | +17.7% | -0.1% | +17.9% | +16.9% |
| 6M | +9.7% | +16.4% | -6.7% | -1.2% |
| YTD | +0.5% | +17.2% | -16.7% | -10.4% |
| 1Y | -2.1% | +1.0% | -3.1% | -5.0% |
| 3Y | +40.1% | +39.1% | +1.0% | +8.6% |
| 5Y | +67.5% | +29.0% | +38.5% | +32.7% |
| 10Y | +505.6% | +275.8% | +229.8% | +171.5% |
| All | +505.6% | +274.2% | +231.4% | +171.5% |
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