+79.6%
MMM vs VRSN
+285.2%
-205.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.2% |
| 7D | +7.0% | -0.9% | +7.8% | +7.3% |
| 30D | +18.4% | +2.4% | +16.0% | +17.5% |
| 3M | +4.5% | +6.4% | -1.9% | +2.1% |
| 6M | +33.4% | +8.6% | +24.9% | +28.7% |
| YTD | +20.0% | +29.3% | -9.3% | +7.8% |
| 1Y | +15.0% | +27.2% | -12.2% | +3.9% |
| 3Y | +165.0% | +52.8% | +112.2% | +119.5% |
| 5Y | +47.9% | +36.7% | +11.2% | +25.3% |
| 10Y | +79.6% | +290.8% | -211.2% | +8.6% |
| All | +79.6% | +285.2% | -205.6% | +8.6% |
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