+2,175.0%
MKSI vs VRSN
+880.8%
+1,294.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | +4.9% | -1.5% | +6.4% | +5.4% |
| 30D | -11.0% | +0.7% | -11.7% | -11.5% |
| 3M | -17.1% | +0.6% | -17.6% | -18.6% |
| 6M | +16.4% | +21.7% | -5.3% | +5.7% |
| YTD | +64.3% | +20.0% | +44.3% | +48.5% |
| 1Y | +137.7% | +3.2% | +134.6% | +127.0% |
| 3Y | +189.1% | +42.4% | +146.7% | +140.9% |
| 5Y | +83.1% | +33.0% | +50.2% | +58.4% |
| 10Y | +509.4% | +292.9% | +216.5% | +269.7% |
| All | +2,175.0% | +880.8% | +1,294.2% | +714.6% |
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