-24.5%
MDB vs VRSN
+30.0%
-54.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.4% | -0.1% | -0.5% |
| 7D | -18.0% | -2.1% | -15.9% | -16.5% |
| 30D | -10.7% | -3.9% | -6.8% | -7.9% |
| 3M | +1.0% | -0.1% | +1.1% | -0.2% |
| 6M | +31.6% | +16.4% | +15.2% | +11.8% |
| YTD | -15.2% | +17.2% | -32.4% | -29.6% |
| 1Y | +10.1% | +1.0% | +9.1% | +5.5% |
| 3Y | -5.6% | +39.1% | -44.7% | -40.8% |
| 5Y | -24.5% | +29.0% | -53.5% | -43.1% |
| All | -24.5% | +30.0% | -54.5% | -43.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling