-88.4%
MSTU vs VRSN
+61.0%
-149.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.7% | -7.5% | -6.9% |
| 7D | -22.0% | -1.5% | -20.5% | -21.8% |
| 30D | +60.3% | +0.7% | +59.6% | +60.5% |
| 3M | -3.7% | +0.6% | -4.3% | -3.1% |
| 6M | -45.2% | +21.7% | -66.9% | -49.8% |
| YTD | -64.3% | +20.0% | -84.3% | -67.5% |
| 1Y | -94.0% | +3.2% | -97.2% | -93.7% |
| All | -88.4% | +61.0% | -149.4% | -93.7% |
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