+143.2%
PM vs VRSN
+51.5%
+91.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.3% |
| 7D | -7.3% | -0.8% | -6.5% | -7.1% |
| 30D | -4.0% | +0.7% | -4.7% | -4.1% |
| 3M | +2.7% | +4.1% | -1.4% | +2.1% |
| 6M | +14.9% | +6.7% | +8.1% | +13.4% |
| YTD | +23.5% | +27.1% | -3.5% | +19.4% |
| 1Y | +30.4% | +28.0% | +2.4% | +25.9% |
| 3Y | +143.2% | +52.6% | +90.6% | +124.1% |
| All | +143.2% | +51.5% | +91.8% | +124.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling