+5,393.5%
VRSN vs MTB
+972.8%
+4,420.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +0.1% | +1.7% | -1.7% | -0.5% |
| 30D | -0.2% | -4.2% | +4.0% | +1.3% |
| 3M | -0.3% | +8.9% | -9.2% | -3.3% |
| 6M | +23.0% | +10.9% | +12.1% | +18.1% |
| YTD | +21.3% | +21.5% | -0.1% | +12.6% |
| 1Y | +6.7% | +21.9% | -15.2% | -1.3% |
| 3Y | +45.0% | +109.2% | -64.3% | +7.1% |
| 5Y | +35.0% | +102.0% | -66.9% | -3.2% |
| 10Y | +276.3% | +171.9% | +104.4% | +110.0% |
| All | +5,393.5% | +972.8% | +4,420.7% | +1,036.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling