+2,176.6%
MCD vs VRSN
+7,034.5%
-4,857.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.4% |
| 7D | +7.1% | +0.5% | +6.7% | +7.1% |
| 30D | +19.8% | +4.9% | +14.9% | +19.2% |
| 3M | +0.8% | +5.8% | -5.0% | +0.2% |
| 6M | -1.3% | +12.6% | -13.9% | -2.6% |
| YTD | -7.8% | +28.2% | -36.0% | -10.1% |
| 1Y | -5.0% | +30.4% | -35.4% | -7.6% |
| 3Y | +10.5% | +54.6% | -44.0% | +5.5% |
| 5Y | +22.0% | +35.1% | -13.1% | +17.3% |
| 10Y | +216.7% | +294.0% | -77.3% | +179.8% |
| All | +2,176.6% | +7,034.5% | -4,857.9% | +1,261.1% |
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