+22.2%
MDLZ vs VRSN
+34.5%
-12.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | +1.7% | +0.5% | +1.2% | +1.6% |
| 30D | +11.2% | +4.9% | +6.3% | +9.9% |
| 3M | +6.1% | +5.8% | +0.3% | +4.6% |
| 6M | +8.6% | +12.6% | -4.0% | +5.1% |
| YTD | +25.8% | +28.2% | -2.4% | +17.8% |
| 1Y | +21.7% | +30.4% | -8.8% | +13.3% |
| 3Y | +5.8% | +54.6% | -48.8% | -6.9% |
| All | +22.2% | +34.5% | -12.4% | +6.0% |
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