-74.0%
MSC vs VT
+10.7%
-84.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.1% | -4.1% | +23.2% | +13.2% |
| 7D | +34.2% | -4.2% | +38.3% | +28.2% |
| 30D | +8.2% | -5.8% | +14.0% | +1.3% |
| 3M | -37.6% | -5.2% | -32.4% | -40.8% |
| 6M | -55.8% | +0.1% | -56.0% | -54.8% |
| YTD | -70.1% | +8.2% | -78.4% | -64.3% |
| 1Y | -74.0% | +10.1% | -84.1% | -68.1% |
| All | -74.0% | +10.7% | -84.6% | -68.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling