+67.5%
MA vs VRSN
+30.0%
+37.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +1.9% | 0.0% |
| 7D | -1.8% | -2.1% | +0.4% | -0.9% |
| 30D | +1.4% | -3.9% | +5.3% | +3.0% |
| 3M | +17.7% | -0.1% | +17.9% | +17.2% |
| 6M | +9.7% | +16.4% | -6.7% | +1.4% |
| YTD | +0.5% | +17.2% | -16.7% | -7.8% |
| 1Y | -2.1% | +1.0% | -3.1% | -3.9% |
| 3Y | +40.1% | +39.1% | +1.0% | +15.3% |
| 5Y | +67.5% | +29.0% | +38.5% | +42.1% |
| All | +67.5% | +30.0% | +37.5% | +42.1% |
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 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