+23.0%
MMM vs VRSN
+31.7%
-8.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.3% | +8.2% | +9.6% |
| 7D | +12.2% | +3.6% | +8.7% | +12.5% |
| 30D | +18.8% | +8.8% | +10.0% | +19.6% |
| 3M | +7.4% | +6.6% | +0.8% | +7.9% |
| 6M | +38.3% | +16.7% | +21.7% | +40.3% |
| YTD | +22.9% | +32.1% | -9.3% | +24.5% |
| 1Y | +23.0% | +34.1% | -11.1% | +23.3% |
| All | +23.0% | +31.7% | -8.7% | +23.3% |
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