+504.3%
MUU vs VRSN
+31.7%
+472.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.3% | -15.3% | -12.5% |
| 7D | -35.9% | +3.6% | -39.4% | -33.2% |
| 30D | -47.1% | +8.8% | -55.9% | -42.0% |
| 3M | -29.8% | +6.6% | -36.5% | -24.0% |
| 6M | +16.0% | +16.7% | -0.6% | +44.5% |
| YTD | +286.1% | +32.1% | +254.0% | +404.5% |
| 1Y | +504.3% | +34.1% | +470.3% | +670.2% |
| All | +504.3% | +31.7% | +472.6% | +670.2% |
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