+62.8%
MSBI vs VT
+58.5%
+4.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.7% |
| 7D | +0.4% | +2.9% | -2.5% | -1.9% |
| 30D | -1.4% | -2.5% | +1.1% | +0.6% |
| 3M | -4.5% | -3.3% | -1.1% | -1.9% |
| 6M | +20.1% | +1.5% | +18.5% | +18.2% |
| YTD | +55.3% | +11.4% | +43.9% | +41.8% |
| 1Y | +108.6% | +11.9% | +96.7% | +89.7% |
| 3Y | +67.3% | +73.9% | -6.6% | +8.5% |
| 5Y | +62.8% | +57.9% | +4.9% | +9.4% |
| All | +62.8% | +58.5% | +4.2% | +9.4% |
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 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