+18.5%
MLM vs VRSN
+44.8%
-26.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.6% | +1.2% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | -6.8% | -0.2% | -6.7% | -6.8% |
| 3M | -11.2% | -0.3% | -10.9% | -11.3% |
| 6M | -21.8% | +23.0% | -44.8% | -25.1% |
| YTD | -17.0% | +21.3% | -38.3% | -20.4% |
| 1Y | -16.4% | +6.7% | -23.1% | -17.5% |
| All | +18.5% | +44.8% | -26.3% | +6.6% |
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 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