+502.4%
MDLZ vs VRSN
+535.0%
-32.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | +1.7% | +0.5% | +1.2% | +1.6% |
| 30D | +11.2% | +4.9% | +6.3% | +10.5% |
| 3M | +6.1% | +5.8% | +0.3% | +5.3% |
| 6M | +8.6% | +12.6% | -4.0% | +6.8% |
| YTD | +25.8% | +28.2% | -2.4% | +21.5% |
| 1Y | +21.7% | +30.4% | -8.8% | +17.2% |
| 3Y | +5.8% | +54.6% | -48.8% | -0.6% |
| 5Y | +21.4% | +35.1% | -13.7% | +15.2% |
| 10Y | +97.2% | +294.0% | -196.8% | +68.2% |
| All | +502.4% | +535.0% | -32.6% | +349.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling