-19.6%
MSFU vs VRSN
+7.9%
-27.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.7% | -4.0% |
| 7D | -5.7% | +0.1% | -5.7% | -5.7% |
| 30D | +4.2% | -0.2% | +4.3% | +4.2% |
| 3M | +27.9% | -0.3% | +28.2% | +26.4% |
| 6M | +37.1% | +23.0% | +14.1% | +30.4% |
| YTD | -7.4% | +21.3% | -28.7% | -11.0% |
| 1Y | -19.6% | +6.7% | -26.3% | -25.9% |
| All | -19.6% | +7.9% | -27.5% | -25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling