+79.0%
MDLZ vs VRSN
+274.2%
-195.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.7% |
| 7D | 0.0% | -2.1% | +2.2% | +0.7% |
| 30D | -1.6% | -3.9% | +2.3% | -0.4% |
| 3M | +0.9% | -0.1% | +1.0% | +0.6% |
| 6M | +7.3% | +16.4% | -9.1% | +1.4% |
| YTD | +16.4% | +17.2% | -0.8% | +9.3% |
| 1Y | +3.0% | +1.0% | +2.0% | +1.4% |
| 3Y | -3.7% | +39.1% | -42.8% | -16.5% |
| 5Y | +15.6% | +29.0% | -13.4% | +0.7% |
| 10Y | +79.0% | +275.8% | -196.9% | +7.4% |
| All | +79.0% | +274.2% | -195.2% | +7.4% |
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