+2.8%
MOS vs VRSN
+289.3%
-286.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.8% | +2.1% |
| 7D | +19.7% | -0.8% | +20.5% | +20.0% |
| 30D | +21.5% | +0.7% | +20.8% | +21.1% |
| 3M | -0.4% | +4.1% | -4.6% | -2.2% |
| 6M | +4.5% | +6.7% | -2.2% | +1.0% |
| YTD | -2.9% | +27.1% | -30.0% | -13.2% |
| 1Y | -7.7% | +28.0% | -35.7% | -17.8% |
| 3Y | -25.6% | +52.6% | -78.3% | -39.9% |
| 5Y | -31.2% | +33.3% | -64.5% | -42.4% |
| 10Y | +2.8% | +279.5% | -276.7% | -39.9% |
| All | +2.8% | +289.3% | -286.5% | -39.9% |
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