+1,017.5%
MDB vs VRSN
+168.0%
+849.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.9% |
| 7D | -4.5% | -1.0% | -3.5% | -3.6% |
| 30D | -14.0% | -1.9% | -12.1% | -12.9% |
| 3M | +5.3% | +1.4% | +3.9% | +2.4% |
| 6M | +31.9% | +19.0% | +12.8% | +9.0% |
| YTD | -14.6% | +19.2% | -33.8% | -30.7% |
| 1Y | +8.2% | +1.7% | +6.6% | +2.0% |
| 3Y | -5.0% | +41.4% | -46.4% | -40.0% |
| 5Y | -24.5% | +31.7% | -56.2% | -46.0% |
| All | +1,017.5% | +168.0% | +849.5% | +359.1% |
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 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