+85.9%
VRTX vs MSFU
+72.2%
+13.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.8% | -3.0% |
| 7D | -3.4% | -3.2% | -0.3% | -3.2% |
| 30D | +6.6% | -3.1% | +9.8% | +6.8% |
| 3M | +19.4% | +35.3% | -15.9% | +15.6% |
| 6M | +15.8% | +31.6% | -15.8% | +11.8% |
| YTD | +16.7% | -9.5% | +26.2% | +17.1% |
| 1Y | +33.8% | -18.4% | +52.2% | +35.7% |
| 3Y | +54.2% | +26.9% | +27.2% | +43.9% |
| All | +85.9% | +72.2% | +13.7% | +66.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling