+89.0%
MGY vs VRSN
+33.8%
+55.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | -0.1% |
| 7D | +3.5% | +0.2% | +3.3% | +3.5% |
| 30D | +5.3% | +3.8% | +1.5% | +4.1% |
| 3M | +2.6% | +5.0% | -2.4% | +1.1% |
| 6M | -3.3% | +24.9% | -28.2% | -9.5% |
| YTD | +29.2% | +21.6% | +7.6% | +21.4% |
| 1Y | +18.0% | +2.4% | +15.6% | +16.8% |
| 3Y | +30.0% | +47.3% | -17.3% | +11.0% |
| All | +89.0% | +33.8% | +55.2% | +70.8% |
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 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