+54.7%
MMM vs VRSN
+285.8%
-231.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -2.4% |
| 7D | -2.6% | -1.0% | -1.5% | -2.3% |
| 30D | -9.3% | -1.9% | -7.4% | -8.8% |
| 3M | +5.6% | +1.4% | +4.2% | +4.5% |
| 6M | +9.5% | +19.0% | -9.6% | +1.8% |
| YTD | +4.1% | +19.2% | -15.1% | -3.7% |
| 1Y | +9.4% | +1.7% | +7.7% | +7.1% |
| 3Y | +101.0% | +41.4% | +59.5% | +71.2% |
| 5Y | +26.1% | +31.7% | -5.5% | +8.0% |
| 10Y | +54.7% | +290.3% | -235.5% | -5.3% |
| All | +54.7% | +285.8% | -231.0% | -5.3% |
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 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