+243.8%
MET vs VRSN
+299.1%
-55.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | -0.2% |
| 7D | -0.5% | +0.2% | -0.7% | -0.6% |
| 30D | +0.5% | +3.8% | -3.3% | -1.0% |
| 3M | +11.6% | +5.0% | +6.6% | +8.9% |
| 6M | +40.8% | +24.9% | +15.9% | +26.9% |
| YTD | +25.7% | +21.6% | +4.1% | +13.9% |
| 1Y | +24.4% | +2.4% | +21.9% | +21.1% |
| 3Y | +67.5% | +47.3% | +20.1% | +36.7% |
| 5Y | +85.8% | +34.7% | +51.1% | +53.2% |
| All | +243.8% | +299.1% | -55.3% | +101.3% |
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