+1,938.1%
MSCI vs VT
+356.1%
+1,582.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +6.3% | -1.6% | +7.9% | +8.1% |
| 30D | +19.4% | -2.5% | +21.9% | +22.4% |
| 3M | +11.8% | -1.3% | +13.1% | +13.0% |
| 6M | +9.4% | +3.1% | +6.3% | +4.9% |
| YTD | +12.8% | +10.9% | +1.8% | -0.6% |
| 1Y | +11.7% | +12.1% | -0.4% | -2.7% |
| 3Y | +33.5% | +73.9% | -40.4% | -27.8% |
| 5Y | +4.9% | +58.0% | -53.0% | -35.4% |
| 10Y | +803.6% | +225.5% | +578.1% | +176.3% |
| All | +1,938.1% | +356.1% | +1,582.0% | +369.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling