+70.7%
MSFU vs VRSN
+59.2%
+11.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.8% |
| 7D | -2.3% | -1.0% | -1.3% | -1.7% |
| 30D | -6.3% | -1.9% | -4.4% | -5.2% |
| 3M | +40.0% | +1.4% | +38.6% | +38.5% |
| 6M | +30.1% | +19.0% | +11.0% | +15.6% |
| YTD | -10.3% | +19.2% | -29.5% | -20.5% |
| 1Y | -19.0% | +1.7% | -20.7% | -20.7% |
| 3Y | +25.8% | +41.4% | -15.6% | -8.6% |
| All | +70.7% | +59.2% | +11.5% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling