+1,049.8%
MDB vs VRSN
+172.8%
+877.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.7% |
| 7D | -17.4% | +0.1% | -17.5% | -17.5% |
| 30D | -2.0% | -0.2% | -1.9% | -2.3% |
| 3M | -3.0% | -0.3% | -2.7% | -4.3% |
| 6M | +48.7% | +23.0% | +25.7% | +19.2% |
| YTD | -12.1% | +21.3% | -33.5% | -29.9% |
| 1Y | +14.5% | +6.7% | +7.8% | +2.9% |
| 3Y | -6.1% | +45.0% | -51.1% | -42.1% |
| 5Y | -27.3% | +35.0% | -62.4% | -49.2% |
| All | +1,049.8% | +172.8% | +877.0% | +364.7% |
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