+95.0%
MTZ vs VRSN
+34.7%
+60.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | +5.0% | +1.4% | +3.6% | +4.7% |
| 30D | -6.0% | +3.9% | -9.9% | -6.7% |
| 3M | -36.1% | +9.3% | -45.4% | -37.2% |
| 6M | -56.9% | +6.7% | -63.5% | -57.6% |
| YTD | -15.9% | +30.0% | -46.0% | -23.3% |
| 1Y | -3.8% | +26.0% | -29.8% | -11.4% |
| 3Y | +272.3% | +53.1% | +219.1% | +209.5% |
| All | +95.0% | +34.7% | +60.3% | +66.7% |
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 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