+302.4%
MXL vs VRSN
+299.1%
+3.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +6.8% |
| 7D | +18.9% | +0.2% | +18.6% | +18.6% |
| 30D | +0.3% | +3.8% | -3.4% | -2.1% |
| 3M | -8.0% | +5.0% | -13.0% | -13.8% |
| 6M | +341.2% | +24.9% | +316.4% | +258.5% |
| YTD | +327.8% | +21.6% | +306.2% | +248.6% |
| 1Y | +364.9% | +2.4% | +362.5% | +330.1% |
| 3Y | +229.2% | +47.3% | +181.9% | +118.5% |
| 5Y | +42.8% | +34.7% | +8.0% | +2.3% |
| All | +302.4% | +299.1% | +3.4% | +87.3% |
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 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