+92.2%
MDLZ vs VRSN
+289.3%
-197.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.6% | +0.9% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +10.0% | +0.7% | +9.3% | +9.7% |
| 3M | +7.1% | +4.1% | +2.9% | +5.4% |
| 6M | +9.8% | +6.7% | +3.1% | +6.9% |
| YTD | +26.6% | +27.1% | -0.4% | +15.7% |
| 1Y | +20.3% | +28.0% | -7.6% | +9.6% |
| 3Y | +5.4% | +52.6% | -47.2% | -11.3% |
| 5Y | +22.2% | +33.3% | -11.1% | +5.8% |
| 10Y | +92.2% | +279.5% | -187.4% | +19.7% |
| All | +92.2% | +289.3% | -197.1% | +19.7% |
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 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