+180.0%
MCD vs VRSN
+274.2%
-94.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +1.1% |
| 7D | -2.0% | -2.1% | +0.1% | -1.4% |
| 30D | -6.1% | -3.9% | -2.2% | -5.0% |
| 3M | -7.3% | -0.1% | -7.1% | -7.6% |
| 6M | -20.9% | +16.4% | -37.3% | -25.5% |
| YTD | -14.7% | +17.2% | -31.9% | -20.1% |
| 1Y | -16.1% | +1.0% | -17.1% | -17.5% |
| 3Y | -1.5% | +39.1% | -40.6% | -14.9% |
| 5Y | +20.4% | +29.0% | -8.6% | +4.7% |
| 10Y | +180.0% | +275.8% | -95.8% | +82.0% |
| All | +180.0% | +274.2% | -94.2% | +82.0% |
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 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