+124.2%
MSI vs VRSN
+34.7%
+89.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +3.2% | +1.4% | +1.8% | +2.8% |
| 30D | +17.6% | +3.9% | +13.7% | +16.0% |
| 3M | +14.5% | +9.3% | +5.2% | +10.9% |
| 6M | +34.3% | +6.7% | +27.6% | +30.6% |
| YTD | +39.7% | +30.0% | +9.7% | +25.5% |
| 1Y | +40.2% | +26.0% | +14.2% | +27.4% |
| 3Y | +77.1% | +53.1% | +24.0% | +44.0% |
| All | +124.2% | +34.7% | +89.5% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling