-31.9%
MKC vs VRSN
+41.8%
-73.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.1% |
| 7D | -4.3% | -1.0% | -3.3% | -4.2% |
| 30D | -3.1% | -1.9% | -1.2% | -2.9% |
| 3M | +6.8% | +1.4% | +5.4% | +6.3% |
| 6M | -18.3% | +19.0% | -37.4% | -21.1% |
| YTD | -23.1% | +19.2% | -42.3% | -25.8% |
| 1Y | -23.7% | +1.7% | -25.4% | -24.1% |
| All | -31.9% | +41.8% | -73.7% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling