+27.4%
MKC vs VRSN
+299.1%
-271.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | -3.1% | +3.8% | -6.9% | -4.2% |
| 3M | +5.2% | +5.0% | +0.2% | +3.4% |
| 6M | -12.8% | +24.9% | -37.7% | -19.1% |
| YTD | -23.3% | +21.6% | -44.9% | -28.5% |
| 1Y | -24.1% | +2.4% | -26.5% | -25.6% |
| 3Y | -32.1% | +47.3% | -79.5% | -41.7% |
| 5Y | -32.8% | +34.7% | -67.5% | -41.9% |
| All | +27.4% | +299.1% | -271.7% | -12.2% |
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 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