+77.5%
VRSN vs MSTZ
-99.2%
+176.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +12.8% | -13.3% | -0.4% |
| 7D | +0.1% | +25.6% | -25.4% | +0.3% |
| 30D | +3.6% | +50.6% | -47.0% | +3.9% |
| 3M | +10.8% | -64.5% | +75.3% | +10.8% |
| 6M | +9.9% | -14.0% | +24.0% | +11.0% |
| YTD | +29.8% | -76.4% | +106.2% | +30.9% |
| 1Y | +26.3% | -56.2% | +82.5% | +29.3% |
| All | +77.5% | -99.2% | +176.7% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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