+110.9%
MO vs VRSN
+299.1%
-188.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | 0.0% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +7.1% | +3.8% | +3.4% | +6.3% |
| 3M | -2.0% | +5.0% | -7.0% | -3.0% |
| 6M | +7.3% | +24.9% | -17.6% | +2.4% |
| YTD | +23.5% | +21.6% | +1.8% | +18.2% |
| 1Y | +11.0% | +2.4% | +8.6% | +9.9% |
| 3Y | +95.0% | +47.3% | +47.7% | +76.6% |
| 5Y | +100.6% | +34.7% | +65.9% | +82.0% |
| All | +110.9% | +299.1% | -188.2% | +44.2% |
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