+34.8%
VRSN vs MKTX
-60.5%
+95.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +3.8% | +0.7% | +3.0% | +3.6% |
| 3M | +5.0% | +40.8% | -35.8% | -1.8% |
| 6M | +24.9% | -8.0% | +32.9% | +26.5% |
| YTD | +21.6% | -8.7% | +30.3% | +23.3% |
| 1Y | +2.4% | -11.8% | +14.3% | +4.4% |
| 3Y | +47.3% | -24.0% | +71.4% | +49.4% |
| All | +34.8% | -60.5% | +95.3% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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