+160.4%
MS vs VRSN
+55.3%
+105.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.4% |
| 7D | -1.6% | +0.5% | -2.0% | -1.6% |
| 30D | -3.8% | +4.9% | -8.7% | -4.3% |
| 3M | -14.6% | +5.8% | -20.4% | -15.1% |
| 6M | -5.1% | +12.6% | -17.6% | -6.7% |
| YTD | +4.5% | +28.2% | -23.7% | -0.5% |
| 1Y | +13.5% | +30.4% | -16.9% | +7.5% |
| 3Y | +160.4% | +54.6% | +105.8% | +106.0% |
| All | +160.4% | +55.3% | +105.1% | +106.0% |
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