+215.9%
MAS vs VRSN
+287.3%
-71.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | +2.0% | +0.5% | +1.5% | +1.8% |
| 30D | +19.4% | +4.9% | +14.5% | +16.9% |
| 3M | +9.4% | +5.8% | +3.6% | +6.5% |
| 6M | +15.3% | +12.6% | +2.8% | +8.0% |
| YTD | +31.3% | +28.2% | +3.1% | +14.6% |
| 1Y | +34.9% | +30.4% | +4.4% | +16.7% |
| 3Y | +58.6% | +54.6% | +4.0% | +23.1% |
| 5Y | +40.7% | +35.1% | +5.6% | +14.6% |
| All | +215.9% | +287.3% | -71.4% | +57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling