+76.3%
MMM vs VRSN
+292.3%
-216.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -0.4% | +1.4% | -1.8% | -0.9% |
| 30D | +12.1% | +3.9% | +8.3% | +10.8% |
| 3M | +1.4% | +9.3% | -7.9% | -1.7% |
| 6M | +26.6% | +6.7% | +19.9% | +22.9% |
| YTD | +16.8% | +30.0% | -13.2% | +4.7% |
| 1Y | +10.1% | +26.0% | -15.9% | -0.2% |
| 3Y | +158.4% | +53.1% | +105.3% | +114.0% |
| 5Y | +43.1% | +35.0% | +8.1% | +21.9% |
| All | +76.3% | +292.3% | -216.0% | +7.6% |
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 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