+521.8%
MSB vs VT
+224.5%
+297.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.3% | +0.4% | -0.7% | -0.8% |
| 30D | +3.8% | +1.0% | +2.8% | +2.7% |
| 3M | -7.3% | +2.4% | -9.7% | -10.0% |
| 6M | -23.6% | +12.0% | -35.6% | -32.6% |
| YTD | -36.8% | +15.3% | -52.1% | -45.9% |
| 1Y | -21.8% | +22.6% | -44.4% | -37.1% |
| 3Y | +70.6% | +74.7% | -4.1% | -7.4% |
| 5Y | +20.1% | +66.1% | -46.0% | -31.2% |
| All | +521.8% | +224.5% | +297.3% | +52.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling