+120.6%
VLO vs MSFU
-2.2%
+122.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +13.5% | -19.2% | -5.5% |
| 7D | -6.0% | +8.2% | -14.1% | -5.7% |
| 30D | -12.9% | +10.2% | -23.1% | -12.6% |
| 3M | +18.3% | +22.9% | -4.6% | +18.8% |
| 6M | +46.4% | +63.2% | -16.7% | +46.6% |
| YTD | +127.7% | +11.7% | +116.0% | +127.5% |
| 1Y | +120.6% | -3.5% | +124.1% | +122.4% |
| All | +120.6% | -2.2% | +122.8% | +122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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