+167.2%
MMM vs VRSN
+51.5%
+115.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.0% |
| 7D | +5.8% | -0.8% | +6.6% | +5.9% |
| 30D | +17.9% | +0.7% | +17.2% | +17.8% |
| 3M | +3.6% | +4.1% | -0.5% | +2.8% |
| 6M | +32.9% | +6.7% | +26.2% | +31.1% |
| YTD | +19.5% | +27.1% | -7.6% | +12.1% |
| 1Y | +16.5% | +28.0% | -11.4% | +8.9% |
| 3Y | +167.2% | +52.6% | +114.5% | +109.5% |
| All | +167.2% | +51.5% | +115.7% | +109.5% |
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