+267.6%
PM vs VRSN
+293.7%
-26.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.8% |
| 7D | -7.1% | -1.2% | -5.8% | -6.7% |
| 30D | -2.8% | +3.8% | -6.6% | -3.8% |
| 3M | +6.3% | +9.5% | -3.2% | +3.7% |
| 6M | +9.6% | +10.3% | -0.6% | +6.4% |
| YTD | +25.6% | +30.5% | -4.9% | +15.9% |
| 1Y | +29.7% | +27.9% | +1.8% | +20.3% |
| 3Y | +147.6% | +54.3% | +93.3% | +114.3% |
| 5Y | +160.1% | +37.2% | +122.9% | +129.0% |
| All | +267.6% | +293.7% | -26.1% | +155.3% |
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