-6.3%
MOS vs VRSN
+292.3%
-298.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -2.0% | +1.4% | -3.4% | -2.4% |
| 30D | +15.3% | +3.9% | +11.5% | +13.7% |
| 3M | +1.5% | +9.3% | -7.8% | -2.0% |
| 6M | -2.0% | +6.7% | -8.6% | -5.3% |
| YTD | -6.5% | +30.0% | -36.6% | -17.2% |
| 1Y | -11.1% | +26.0% | -37.1% | -20.2% |
| 3Y | -30.3% | +53.1% | -83.4% | -43.7% |
| 5Y | -33.5% | +35.0% | -68.5% | -44.7% |
| All | -6.3% | +292.3% | -298.7% | -50.0% |
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