+72.2%
MSFU vs VCLT
+12.8%
+59.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.2% | +0.3% | -3.5% | -3.4% |
| 30D | -3.1% | -0.6% | -2.6% | -2.7% |
| 3M | +35.3% | -2.2% | +37.5% | +37.4% |
| 6M | +31.6% | -2.9% | +34.5% | +34.4% |
| YTD | -9.5% | -2.1% | -7.5% | -8.2% |
| 1Y | -18.4% | -2.6% | -15.8% | -16.9% |
| 3Y | +26.9% | +12.5% | +14.4% | +15.1% |
| All | +72.2% | +12.8% | +59.4% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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