+1,166.2%
MPC vs VRSN
+291.7%
+874.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.7% |
| 7D | +9.4% | +0.1% | +9.3% | +9.3% |
| 30D | -13.4% | +3.6% | -17.0% | -14.6% |
| 3M | +18.9% | +10.8% | +8.1% | +14.2% |
| 6M | +64.9% | +9.9% | +55.0% | +57.9% |
| YTD | +156.8% | +29.8% | +127.0% | +128.0% |
| 1Y | +113.2% | +26.3% | +86.9% | +91.2% |
| 3Y | +201.8% | +53.5% | +148.3% | +142.9% |
| 5Y | +601.4% | +34.8% | +566.6% | +482.4% |
| All | +1,166.2% | +291.7% | +874.6% | +562.1% |
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