+78.8%
VZ vs MSFU
+32.9%
+45.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -1.0% |
| 7D | +0.1% | -5.7% | +5.8% | -0.1% |
| 30D | +7.9% | +4.2% | +3.7% | +8.1% |
| 3M | +13.6% | +27.9% | -14.3% | +14.9% |
| 6M | +1.1% | +37.1% | -36.0% | +2.9% |
| YTD | +29.3% | -7.4% | +36.7% | +29.9% |
| 1Y | +21.2% | -19.6% | +40.8% | +21.4% |
| All | +78.8% | +32.9% | +45.9% | +79.8% |
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