+534.5%
MPC vs VRSN
+34.5%
+499.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -16.2% | +0.5% | -16.7% | -16.3% |
| 30D | -15.7% | +4.9% | -20.6% | -16.5% |
| 3M | +24.9% | +5.8% | +19.1% | +23.4% |
| 6M | +52.7% | +12.6% | +40.1% | +48.8% |
| YTD | +131.9% | +28.2% | +103.6% | +118.7% |
| 1Y | +96.6% | +30.4% | +66.2% | +84.5% |
| 3Y | +163.8% | +54.6% | +109.2% | +132.3% |
| All | +534.5% | +34.5% | +499.9% | +441.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling