-3.5%
MSFU vs VICR
+76.0%
-79.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -11.1% | +24.6% | +13.7% |
| 7D | +8.2% | -26.6% | +34.7% | +9.1% |
| 30D | +10.2% | -47.9% | +58.1% | +11.5% |
| 3M | +22.9% | -29.8% | +52.7% | +23.8% |
| 6M | +63.2% | -36.6% | +99.8% | +57.3% |
| YTD | +11.7% | +45.1% | -33.4% | -3.9% |
| 1Y | -3.5% | +80.0% | -83.5% | -22.9% |
| All | -3.5% | +76.0% | -79.5% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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