+22.8%
MDLZ vs VRSN
+26.4%
-3.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +2.3% | +1.4% | +0.9% | +2.1% |
| 30D | +7.9% | +3.9% | +4.1% | +7.4% |
| 3M | +7.3% | +9.3% | -2.1% | +5.7% |
| 6M | +11.7% | +6.7% | +5.0% | +9.7% |
| YTD | +28.7% | +30.0% | -1.3% | +24.8% |
| 1Y | +22.8% | +26.0% | -3.2% | +19.8% |
| All | +22.8% | +26.4% | -3.6% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling