+2,683.6%
MUU vs VRSN
+57.2%
+2,626.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | +6.2% |
| 7D | +15.0% | -1.0% | +16.1% | +14.5% |
| 30D | +36.8% | -1.9% | +38.7% | +36.6% |
| 3M | -8.5% | +1.4% | -9.9% | -4.5% |
| 6M | +320.7% | +19.0% | +301.7% | +306.3% |
| YTD | +599.7% | +19.2% | +580.5% | +579.4% |
| 1Y | +2,569.2% | +1.7% | +2,567.5% | +2,701.3% |
| All | +2,683.6% | +57.2% | +2,626.4% | +2,002.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling