+886.3%
MOD vs VRSN
+285.2%
+601.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -3.4% |
| 7D | -17.8% | -0.9% | -17.0% | -17.7% |
| 30D | -43.2% | +2.4% | -45.7% | -43.7% |
| 3M | -46.0% | +6.4% | -52.4% | -47.2% |
| 6M | -62.2% | +8.6% | -70.8% | -63.7% |
| YTD | -22.8% | +29.3% | -52.1% | -31.1% |
| 1Y | -35.5% | +27.2% | -62.7% | -42.1% |
| 3Y | +128.2% | +52.8% | +75.4% | +85.2% |
| 5Y | +791.6% | +36.7% | +754.9% | +644.1% |
| 10Y | +886.3% | +290.8% | +595.5% | +385.9% |
| All | +886.3% | +285.2% | +601.1% | +385.9% |
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