+601.1%
MSI vs VRSN
+299.1%
+302.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | -0.8% | +3.8% | -4.5% | -2.3% |
| 3M | +13.9% | +5.0% | +8.9% | +11.1% |
| 6M | +1.3% | +24.9% | -23.5% | -8.7% |
| YTD | +22.3% | +21.6% | +0.7% | +10.8% |
| 1Y | -3.9% | +2.4% | -6.3% | -6.4% |
| 3Y | +69.9% | +47.3% | +22.5% | +37.0% |
| 5Y | +103.8% | +34.7% | +69.0% | +68.4% |
| All | +601.1% | +299.1% | +302.0% | +300.7% |
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