+254.1%
MP vs VRSN
+53.2%
+200.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +5.3% |
| 7D | -10.5% | +0.5% | -11.0% | -10.7% |
| 30D | -23.5% | +4.9% | -28.4% | -25.0% |
| 3M | -25.4% | +5.8% | -31.3% | -27.2% |
| 6M | -51.3% | +12.6% | -63.8% | -54.1% |
| YTD | -29.9% | +28.2% | -58.1% | -38.9% |
| 1Y | -31.8% | +30.4% | -62.3% | -41.2% |
| 3Y | +127.0% | +54.6% | +72.4% | +69.0% |
| 5Y | -3.3% | +35.1% | -38.4% | -23.7% |
| All | +254.1% | +53.2% | +200.9% | +162.5% |
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