+89.4%
VRTX vs MSFU
+88.0%
+1.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -1.6% | -2.8% | +1.2% | -1.4% |
| 30D | +8.0% | -5.3% | +13.4% | +8.4% |
| 3M | +4.3% | +7.2% | -3.0% | +3.4% |
| 6M | +18.9% | +51.0% | -32.1% | +13.5% |
| YTD | +18.8% | -1.2% | +20.0% | +18.1% |
| 1Y | +24.0% | -10.3% | +34.3% | +24.5% |
| 3Y | +42.1% | +22.2% | +19.9% | +34.1% |
| All | +89.4% | +88.0% | +1.3% | +68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling