+339.0%
MCK vs VRSN
+33.8%
+305.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | -0.2% |
| 7D | -2.9% | +0.2% | -3.1% | -3.0% |
| 30D | +0.4% | +3.8% | -3.3% | -0.3% |
| 3M | +12.1% | +5.0% | +7.1% | +10.8% |
| 6M | -5.4% | +24.9% | -30.3% | -9.8% |
| YTD | +7.8% | +21.6% | -13.8% | +3.3% |
| 1Y | +22.9% | +2.4% | +20.5% | +21.9% |
| 3Y | +110.7% | +47.3% | +63.4% | +93.2% |
| All | +339.0% | +33.8% | +305.2% | +305.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling