+171.3%
MS vs VRSN
+54.6%
+116.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | +0.8% | -0.9% | +1.7% | +0.9% |
| 30D | -0.7% | +2.4% | -3.1% | -1.0% |
| 3M | -12.4% | +6.4% | -18.7% | -13.0% |
| 6M | -1.7% | +8.6% | -10.3% | -2.7% |
| YTD | +8.0% | +29.3% | -21.2% | +2.9% |
| 1Y | +16.2% | +27.2% | -11.0% | +11.0% |
| 3Y | +171.3% | +52.8% | +118.5% | +117.0% |
| All | +171.3% | +54.6% | +116.7% | +117.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling