+25.0%
VRTX vs MSFU
-13.1%
+38.0%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.8% |
| 7D | 0.0% | -4.9% | +4.9% | +0.1% |
| 30D | +11.8% | -9.1% | +20.9% | +11.9% |
| 3M | +3.2% | +8.7% | -5.5% | +3.1% |
| 6M | +21.0% | +48.3% | -27.2% | +20.8% |
| YTD | +19.7% | -1.6% | +21.3% | +18.2% |
| 1Y | +25.0% | -13.6% | +38.6% | +20.3% |
| All | +25.0% | -13.1% | +38.0% | +20.3% |
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