+199.0%
VLO vs MSFU
+32.6%
+166.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.3% |
| 7D | -13.3% | +2.5% | -15.8% | -13.4% |
| 30D | -18.3% | -1.3% | -17.0% | -18.3% |
| 3M | +14.3% | +8.6% | +5.7% | +13.6% |
| 6M | +47.6% | +48.4% | -0.8% | +42.9% |
| YTD | +116.0% | +1.6% | +114.4% | +116.0% |
| 1Y | +101.0% | -5.8% | +106.8% | +102.7% |
| 3Y | +199.0% | +30.9% | +168.1% | +177.7% |
| All | +199.0% | +32.6% | +166.4% | +177.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling