+25.2%
VZ vs MSFU
-2.2%
+27.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +13.5% | -11.4% | +2.7% |
| 7D | +6.9% | +8.2% | -1.2% | +7.3% |
| 30D | +2.3% | +10.2% | -7.9% | +2.8% |
| 3M | 0.0% | +22.9% | -22.9% | +1.0% |
| 6M | +0.2% | +63.2% | -62.9% | +2.8% |
| YTD | +20.9% | +11.7% | +9.2% | +22.1% |
| 1Y | +25.2% | -3.5% | +28.7% | +26.2% |
| All | +25.2% | -2.2% | +27.4% | +26.2% |
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