+19.3%
MLM vs VRSN
+55.3%
-35.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.7% |
| 7D | -4.1% | +0.5% | -4.6% | -4.2% |
| 30D | +8.2% | +4.9% | +3.3% | +7.5% |
| 3M | -3.6% | +5.8% | -9.4% | -4.4% |
| 6M | -15.6% | +12.6% | -28.1% | -17.4% |
| YTD | -16.4% | +28.2% | -44.7% | -20.6% |
| 1Y | -14.3% | +30.4% | -44.8% | -19.0% |
| 3Y | +19.3% | +54.6% | -35.3% | +3.2% |
| All | +19.3% | +55.3% | -35.9% | +3.2% |
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