+73.2%
MSFU vs VEU
+101.0%
-27.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | -0.1% |
| 7D | -1.8% | -1.4% | -0.4% | -0.1% |
| 30D | +0.5% | -0.4% | +0.9% | +0.9% |
| 3M | +51.9% | +2.5% | +49.3% | +46.6% |
| 6M | +35.0% | +11.1% | +23.8% | +16.2% |
| YTD | -9.0% | +16.5% | -25.5% | -27.2% |
| 1Y | -18.8% | +22.9% | -41.7% | -39.7% |
| 3Y | +25.5% | +73.4% | -47.9% | -42.7% |
| All | +73.2% | +101.0% | -27.8% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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