+28.6%
MCO vs VRSN
+32.1%
-3.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.9% |
| 7D | -7.3% | -1.5% | -5.8% | -6.6% |
| 30D | -1.7% | +0.7% | -2.4% | -2.2% |
| 3M | +3.9% | +0.6% | +3.4% | +3.1% |
| 6M | +3.8% | +21.7% | -17.9% | -8.0% |
| YTD | -7.9% | +20.0% | -27.9% | -17.9% |
| 1Y | -6.8% | +3.2% | -10.0% | -9.9% |
| 3Y | +40.9% | +42.4% | -1.4% | +9.6% |
| All | +28.6% | +32.1% | -3.4% | +4.2% |
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