-14.2%
MLM vs VRSN
+26.4%
-40.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -0.9% | +1.4% | -2.3% | -0.9% |
| 30D | +9.0% | +3.9% | +5.2% | +9.0% |
| 3M | -5.6% | +9.3% | -14.9% | -5.7% |
| 6M | -10.7% | +6.7% | -17.3% | -11.2% |
| YTD | -17.2% | +30.0% | -47.2% | -19.3% |
| 1Y | -14.2% | +26.0% | -40.2% | -15.6% |
| All | -14.2% | +26.4% | -40.6% | -15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling