+1,356.0%
MOH vs VRSN
+2,336.6%
-980.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.7% |
| 7D | -4.2% | -1.0% | -3.1% | -3.8% |
| 30D | -2.4% | -1.9% | -0.5% | -1.8% |
| 3M | -4.4% | +1.4% | -5.8% | -5.4% |
| 6M | +32.9% | +19.0% | +13.9% | +23.5% |
| YTD | +11.9% | +19.2% | -7.3% | +4.5% |
| 1Y | +6.9% | +1.7% | +5.3% | +5.5% |
| 3Y | -39.4% | +41.4% | -80.9% | -47.3% |
| 5Y | -25.0% | +31.7% | -56.6% | -34.3% |
| 10Y | +244.9% | +290.3% | -45.4% | +106.9% |
| All | +1,356.0% | +2,336.6% | -980.6% | +419.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling