+2,981.5%
MUU vs VRSN
+7.9%
+2,973.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.1% |
| 7D | +17.4% | +0.1% | +17.3% | +17.5% |
| 30D | +24.0% | -0.2% | +24.1% | +25.3% |
| 3M | -23.9% | -0.3% | -23.6% | -13.4% |
| 6M | +284.4% | +23.0% | +261.4% | +315.5% |
| YTD | +583.7% | +21.3% | +562.4% | +674.8% |
| 1Y | +2,981.5% | +6.7% | +2,974.7% | +3,669.8% |
| All | +2,981.5% | +7.9% | +2,973.5% | +3,669.8% |
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