+49.0%
VZ vs MSFU
+97.0%
-48.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.4% | +7.3% | -0.2% |
| 7D | +5.6% | +1.0% | +4.6% | +5.6% |
| 30D | +1.9% | +0.6% | +1.3% | +1.9% |
| 3M | +0.8% | +16.4% | -15.6% | +0.9% |
| 6M | +0.6% | +53.0% | -52.4% | +1.0% |
| YTD | +20.8% | +3.5% | +17.3% | +21.6% |
| 1Y | +23.9% | -7.8% | +31.8% | +25.0% |
| 3Y | +55.7% | +35.6% | +20.1% | +51.6% |
| All | +49.0% | +97.0% | -48.0% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling