+920.8%
MDB vs VRSN
+185.7%
+735.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.6% | +5.5% |
| 7D | -0.9% | -0.8% | -0.1% | -0.2% |
| 30D | -15.2% | +0.7% | -15.9% | -15.7% |
| 3M | -17.9% | +4.1% | -22.0% | -21.1% |
| 6M | +9.3% | +6.7% | +2.6% | +1.7% |
| YTD | -22.0% | +27.1% | -49.1% | -40.2% |
| 1Y | -9.3% | +28.0% | -37.3% | -31.0% |
| 3Y | -10.4% | +52.6% | -63.0% | -46.9% |
| 5Y | -43.2% | +33.3% | -76.6% | -59.6% |
| All | +920.8% | +185.7% | +735.1% | +296.5% |
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