+15,614.6%
MA vs VRSN
+1,583.8%
+14,030.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | 0.0% |
| 7D | +2.3% | +0.5% | +1.8% | +2.1% |
| 30D | +14.7% | +4.9% | +9.8% | +11.9% |
| 3M | +13.5% | +5.8% | +7.7% | +10.1% |
| 6M | +33.1% | +12.6% | +20.6% | +24.0% |
| YTD | +15.1% | +28.2% | -13.2% | -0.4% |
| 1Y | +18.7% | +30.4% | -11.7% | +1.8% |
| 3Y | +72.1% | +54.6% | +17.5% | +32.3% |
| 5Y | +92.8% | +35.1% | +57.7% | +56.1% |
| 10Y | +571.6% | +294.0% | +277.7% | +224.4% |
| All | +15,614.6% | +1,583.8% | +14,030.8% | +3,451.0% |
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