+57.0%
MSD vs VT
+215.5%
-158.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +1.9% | -2.3% | +4.3% | +3.0% |
| 30D | +2.9% | -5.0% | +7.8% | +5.2% |
| 3M | -4.4% | -4.9% | +0.4% | -2.3% |
| 6M | -4.0% | -1.5% | -2.5% | -3.5% |
| YTD | -1.6% | +8.5% | -10.1% | -5.4% |
| 1Y | +1.8% | +11.4% | -9.6% | -3.4% |
| 3Y | +45.9% | +70.1% | -24.2% | +13.1% |
| 5Y | +20.4% | +53.7% | -33.3% | -3.0% |
| All | +57.0% | +215.5% | -158.5% | -14.4% |
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 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