+44.0%
IGV vs MSFU
+31.7%
+12.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +1.9% | -0.7% |
| 7D | -4.5% | -5.7% | +1.2% | -2.5% |
| 30D | +3.2% | +4.2% | -1.0% | +1.6% |
| 3M | +4.5% | +27.9% | -23.4% | -6.0% |
| 6M | +22.1% | +37.1% | -15.0% | +5.9% |
| YTD | -1.0% | -7.4% | +6.3% | -1.7% |
| 1Y | -2.1% | -19.6% | +17.5% | +1.9% |
| All | +44.0% | +31.7% | +12.3% | +15.2% |
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 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