+44.4%
VRSN vs MTB
+112.6%
-68.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -1.0% | +1.1% | -2.1% | -1.2% |
| 30D | -1.9% | -4.6% | +2.7% | -1.2% |
| 3M | +1.4% | +6.3% | -4.9% | +0.5% |
| 6M | +19.0% | +15.6% | +3.4% | +16.3% |
| YTD | +19.2% | +20.6% | -1.3% | +15.4% |
| 1Y | +1.7% | +22.5% | -20.9% | -2.0% |
| All | +44.4% | +112.6% | -68.1% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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