+16.6%
MSB vs VT
+53.2%
-36.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -3.4% |
| 7D | -9.0% | -4.2% | -4.8% | -6.0% |
| 30D | -11.5% | -5.8% | -5.7% | -7.4% |
| 3M | -28.4% | -5.2% | -23.1% | -25.4% |
| 6M | -41.1% | +0.1% | -41.2% | -41.2% |
| YTD | -56.4% | +8.2% | -64.6% | -58.8% |
| 1Y | -52.2% | +10.1% | -62.4% | -55.5% |
| 3Y | +12.2% | +69.7% | -57.5% | -21.9% |
| 5Y | +16.6% | +53.4% | -36.8% | -5.0% |
| All | +16.6% | +53.2% | -36.6% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling