+1,098.3%
MPC vs VRSN
+285.2%
+813.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | -8.8% | -0.9% | -8.0% | -8.6% |
| 30D | -14.4% | +2.4% | -16.8% | -15.2% |
| 3M | +21.9% | +6.4% | +15.6% | +18.9% |
| 6M | +60.1% | +8.6% | +51.6% | +54.0% |
| YTD | +142.3% | +29.3% | +113.1% | +115.5% |
| 1Y | +101.7% | +27.2% | +74.5% | +80.3% |
| 3Y | +184.8% | +52.8% | +131.9% | +129.7% |
| 5Y | +564.6% | +36.7% | +527.9% | +447.4% |
| 10Y | +1,098.3% | +290.8% | +807.5% | +539.9% |
| All | +1,098.3% | +285.2% | +813.1% | +539.9% |
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