+155.5%
MO vs VRSN
+34.7%
+120.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +3.3% | +1.4% | +1.9% | +3.1% |
| 30D | +7.5% | +3.9% | +3.7% | +7.0% |
| 3M | +22.8% | +9.3% | +13.4% | +21.2% |
| 6M | +13.4% | +6.7% | +6.7% | +12.2% |
| YTD | +43.0% | +30.0% | +12.9% | +38.2% |
| 1Y | +45.2% | +26.0% | +19.2% | +40.9% |
| 3Y | +145.5% | +53.1% | +92.4% | +129.7% |
| All | +155.5% | +34.7% | +120.7% | +130.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling