+32.4%
MSFU vs VRSN
+44.7%
-12.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +4.3% |
| 3M | +27.9% | -0.3% | +28.2% | +27.5% |
| 6M | +37.1% | +23.0% | +14.1% | +25.7% |
| YTD | -7.4% | +21.3% | -28.7% | -14.6% |
| 1Y | -19.6% | +6.7% | -26.3% | -22.1% |
| All | +32.4% | +44.7% | -12.3% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling