+154.1%
MAR vs VRSN
+30.8%
+123.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.8% | +0.2% |
| 7D | -0.5% | -1.0% | +0.6% | -0.1% |
| 30D | -4.7% | -1.9% | -2.8% | -4.1% |
| 3M | -15.6% | +1.4% | -17.0% | -16.5% |
| 6M | +1.2% | +19.0% | -17.8% | -6.7% |
| YTD | +7.5% | +19.2% | -11.7% | -1.5% |
| 1Y | +26.6% | +1.7% | +24.9% | +24.0% |
| 3Y | +66.0% | +41.4% | +24.5% | +36.8% |
| 5Y | +154.1% | +31.7% | +122.4% | +119.0% |
| All | +154.1% | +30.8% | +123.3% | +119.0% |
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 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