+96.2%
IVV vs MSFU
+93.3%
+2.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.7% |
| 7D | -2.7% | +2.5% | -5.2% | -3.3% |
| 30D | -5.4% | -1.3% | -4.1% | -5.4% |
| 3M | -4.1% | +8.6% | -12.7% | -6.1% |
| 6M | +0.7% | +48.4% | -47.7% | -8.9% |
| YTD | +8.7% | +1.6% | +7.2% | +6.0% |
| 1Y | +11.0% | -5.8% | +16.7% | +10.1% |
| 3Y | +75.4% | +30.9% | +44.5% | +50.6% |
| All | +96.2% | +93.3% | +2.8% | +46.3% |
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