+16.5%
MDLZ vs VRSN
+34.9%
-18.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.2% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -2.1% | -0.2% | -1.9% | -2.1% |
| 3M | +1.3% | -0.3% | +1.6% | +1.1% |
| 6M | +6.2% | +23.0% | -16.8% | +0.7% |
| YTD | +15.8% | +21.3% | -5.6% | +9.9% |
| 1Y | +4.1% | +6.7% | -2.6% | +1.9% |
| 3Y | -4.1% | +45.0% | -49.0% | -14.2% |
| All | +16.5% | +34.9% | -18.4% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling