+2,498.9%
MAR vs VRSN
+3,337.6%
-838.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.2% |
| 7D | -4.2% | +0.1% | -4.2% | -4.2% |
| 30D | -6.7% | -0.2% | -6.5% | -6.7% |
| 3M | -12.5% | -0.3% | -12.2% | -12.7% |
| 6M | +0.6% | +23.0% | -22.4% | -3.2% |
| YTD | +9.1% | +21.3% | -12.2% | +5.1% |
| 1Y | +26.2% | +6.7% | +19.5% | +24.0% |
| 3Y | +68.2% | +45.0% | +23.2% | +56.7% |
| 5Y | +163.9% | +35.0% | +128.9% | +148.0% |
| 10Y | +420.6% | +276.3% | +144.2% | +318.7% |
| All | +2,498.9% | +3,337.6% | -838.7% | +1,382.8% |
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 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