+556.2%
MS vs VRSN
+296.1%
+260.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.2% |
| 7D | -1.7% | -1.2% | -0.5% | -1.2% |
| 30D | +0.9% | +3.8% | -2.8% | -0.7% |
| 3M | -10.8% | +9.5% | -20.4% | -14.5% |
| 6M | +0.9% | +10.3% | -9.4% | -4.7% |
| YTD | +9.8% | +30.5% | -20.7% | -5.4% |
| 1Y | +17.1% | +27.9% | -10.8% | +1.8% |
| 3Y | +175.7% | +54.3% | +121.4% | +111.1% |
| 5Y | +125.9% | +37.2% | +88.7% | +79.7% |
| 10Y | +556.2% | +293.1% | +263.1% | +211.6% |
| All | +556.2% | +296.1% | +260.1% | +211.6% |
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 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