-1.6%
MOS vs VRSN
+285.2%
-286.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.8% | +0.4% |
| 7D | +24.8% | -0.9% | +25.7% | +25.2% |
| 30D | +22.7% | +2.4% | +20.3% | +21.5% |
| 3M | -1.2% | +6.4% | -7.6% | -3.7% |
| 6M | +5.5% | +8.6% | -3.0% | +1.3% |
| YTD | -2.0% | +29.3% | -31.2% | -12.9% |
| 1Y | -7.9% | +27.2% | -35.1% | -17.7% |
| 3Y | -25.0% | +52.8% | -77.8% | -39.3% |
| 5Y | -27.7% | +36.7% | -64.5% | -40.2% |
| 10Y | -1.6% | +290.8% | -292.4% | -43.9% |
| All | -1.6% | +285.2% | -286.8% | -43.9% |
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