+67.5%
MAS vs VRSN
+60.0%
+7.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.3% | +4.3% | +5.4% |
| 7D | +14.2% | +3.6% | +10.6% | +13.5% |
| 30D | +26.8% | +8.8% | +18.0% | +25.1% |
| 3M | +13.1% | +6.6% | +6.5% | +11.9% |
| 6M | +27.9% | +16.7% | +11.3% | +23.6% |
| YTD | +38.7% | +32.1% | +6.5% | +29.2% |
| 1Y | +40.4% | +34.1% | +6.3% | +30.3% |
| All | +67.5% | +60.0% | +7.5% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling