+181.2%
MLM vs VRSN
+287.3%
-106.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.4% |
| 7D | -4.1% | +0.5% | -4.6% | -4.3% |
| 30D | +8.2% | +4.9% | +3.3% | +6.3% |
| 3M | -3.6% | +5.8% | -9.4% | -5.7% |
| 6M | -15.6% | +12.6% | -28.1% | -19.9% |
| YTD | -16.4% | +28.2% | -44.7% | -25.1% |
| 1Y | -14.3% | +30.4% | -44.8% | -23.8% |
| 3Y | +19.3% | +54.6% | -35.3% | -3.1% |
| 5Y | +29.6% | +35.1% | -5.5% | +9.1% |
| All | +181.2% | +287.3% | -106.0% | +48.0% |
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