+981.3%
MSI vs VRSN
+7,122.6%
-6,141.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +18.1% | +3.6% | +14.6% | +16.9% |
| 3M | +13.2% | +10.8% | +2.4% | +9.9% |
| 6M | +36.3% | +9.9% | +26.3% | +32.2% |
| YTD | +39.5% | +29.8% | +9.7% | +28.5% |
| 1Y | +36.9% | +26.3% | +10.6% | +26.9% |
| 3Y | +76.1% | +53.5% | +22.6% | +53.1% |
| 5Y | +123.7% | +34.8% | +88.9% | +100.3% |
| 10Y | +664.3% | +291.0% | +373.3% | +410.8% |
| All | +981.3% | +7,122.6% | -6,141.2% | +253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling