+191.0%
MAGS vs VRSN
+38.3%
+152.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | 0.0% |
| 7D | +0.8% | -1.0% | +1.9% | +1.0% |
| 30D | +0.4% | -1.9% | +2.3% | +0.7% |
| 3M | +5.6% | +1.4% | +4.2% | +5.1% |
| 6M | +12.3% | +19.0% | -6.7% | +7.4% |
| YTD | +5.1% | +19.2% | -14.1% | +0.3% |
| 1Y | +14.0% | +1.7% | +12.3% | +13.8% |
| 3Y | +129.4% | +41.4% | +87.9% | +103.1% |
| All | +191.0% | +38.3% | +152.7% | +156.8% |
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