-87.2%
MSTU vs VRSN
+31.7%
-118.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.3% | +9.0% | +10.9% |
| 7D | -4.8% | +3.6% | -8.4% | -3.4% |
| 30D | -29.6% | +8.8% | -38.4% | -26.8% |
| 3M | +69.4% | +6.6% | +62.8% | +70.9% |
| 6M | -62.2% | +16.7% | -78.9% | -58.3% |
| YTD | -61.1% | +32.1% | -93.2% | -50.5% |
| 1Y | -87.2% | +34.1% | -121.2% | -84.2% |
| All | -87.2% | +31.7% | -118.8% | -84.2% |
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