-8.1%
MSFU vs VRSN
+29.6%
-37.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -6.1% | -5.1% |
| 7D | +4.0% | -0.9% | +4.9% | +4.6% |
| 30D | -2.3% | +2.4% | -4.8% | -3.1% |
| 3M | +7.1% | +6.4% | +0.7% | +4.7% |
| 6M | +48.9% | +8.6% | +40.3% | +42.6% |
| YTD | +2.4% | +29.3% | -26.8% | -5.2% |
| 1Y | -8.1% | +27.2% | -35.3% | -14.6% |
| All | -8.1% | +29.6% | -37.7% | -14.6% |
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