+11.3%
MSA vs VT
+75.0%
-63.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.9% | +0.4% | -1.3% | -1.3% |
| 30D | -1.9% | +1.0% | -2.8% | -2.7% |
| 3M | +17.2% | +2.4% | +14.8% | +14.6% |
| 6M | -1.5% | +12.0% | -13.5% | -11.0% |
| YTD | +18.8% | +15.3% | +3.5% | +4.5% |
| 1Y | +10.8% | +22.6% | -11.8% | -7.7% |
| All | +11.3% | +75.0% | -63.7% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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