+501.4%
MTZ vs VRSN
+287.3%
+214.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.1% | +10.6% | +9.9% |
| 7D | -6.4% | +0.5% | -6.9% | -6.6% |
| 30D | -22.1% | +4.9% | -27.0% | -23.3% |
| 3M | -32.7% | +5.8% | -38.5% | -34.2% |
| 6M | -59.8% | +12.6% | -72.4% | -62.2% |
| YTD | -19.9% | +28.2% | -48.1% | -29.3% |
| 1Y | -11.5% | +30.4% | -41.9% | -22.6% |
| 3Y | +258.1% | +54.6% | +203.5% | +184.1% |
| 5Y | +85.5% | +35.1% | +50.5% | +53.5% |
| All | +501.4% | +287.3% | +214.1% | +248.8% |
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