+3,101.0%
MPC vs VRSN
+800.6%
+2,300.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +5.4% | +0.1% | +5.4% | +5.4% |
| 30D | +31.0% | -0.2% | +31.1% | +30.8% |
| 3M | +46.0% | -0.3% | +46.3% | +45.1% |
| 6M | +77.3% | +23.0% | +54.3% | +60.5% |
| YTD | +141.9% | +21.3% | +120.6% | +118.7% |
| 1Y | +120.9% | +6.7% | +114.2% | +110.3% |
| 3Y | +182.7% | +45.0% | +137.7% | +129.6% |
| 5Y | +646.4% | +35.0% | +611.4% | +505.4% |
| 10Y | +1,138.7% | +276.3% | +862.4% | +505.5% |
| All | +3,101.0% | +800.6% | +2,300.4% | +784.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling