+72.2%
MSFU vs VRSN
+56.6%
+15.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -0.4% |
| 7D | -3.2% | -2.1% | -1.0% | -1.9% |
| 30D | -3.1% | -3.9% | +0.8% | -0.9% |
| 3M | +35.3% | -0.1% | +35.4% | +35.0% |
| 6M | +31.6% | +16.4% | +15.2% | +18.5% |
| YTD | -9.5% | +17.2% | -26.8% | -19.1% |
| 1Y | -18.4% | +1.0% | -19.4% | -19.9% |
| 3Y | +26.9% | +39.1% | -12.2% | -6.9% |
| All | +72.2% | +56.6% | +15.7% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling