+153.5%
MLM vs VRSN
+289.3%
-135.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.8% |
| 7D | -3.8% | -0.8% | -3.0% | -3.5% |
| 30D | +11.0% | +0.7% | +10.3% | +10.7% |
| 3M | -3.1% | +4.1% | -7.2% | -4.7% |
| 6M | -9.8% | +6.7% | -16.5% | -12.6% |
| YTD | -14.4% | +27.1% | -41.4% | -23.0% |
| 1Y | -12.6% | +28.0% | -40.5% | -21.7% |
| 3Y | +19.7% | +52.6% | -32.9% | -2.3% |
| 5Y | +29.8% | +33.3% | -3.6% | +9.8% |
| 10Y | +153.5% | +279.5% | -126.0% | +35.5% |
| All | +153.5% | +289.3% | -135.8% | +35.5% |
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