+7.6%
MOS vs VRSN
+287.3%
-279.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.5% |
| 7D | +21.6% | +0.5% | +21.1% | +21.4% |
| 30D | +12.0% | +4.9% | +7.1% | +10.0% |
| 3M | -3.9% | +5.8% | -9.7% | -6.1% |
| 6M | -3.3% | +12.6% | -15.9% | -8.5% |
| YTD | -4.6% | +28.2% | -32.9% | -15.0% |
| 1Y | -7.0% | +30.4% | -37.4% | -17.7% |
| 3Y | -24.4% | +54.6% | -79.0% | -39.1% |
| 5Y | -32.1% | +35.1% | -67.2% | -43.5% |
| All | +7.6% | +287.3% | -279.6% | -36.9% |
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