-3.5%
MSFU vs VIG
+19.5%
-23.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +2.1% | +11.4% | +10.2% |
| 7D | +8.2% | +2.7% | +5.4% | +4.2% |
| 30D | +10.2% | +7.0% | +3.2% | +0.2% |
| 3M | +22.9% | +4.0% | +18.9% | +16.1% |
| 6M | +63.2% | +12.3% | +50.9% | +42.8% |
| YTD | +11.7% | +16.4% | -4.6% | -7.0% |
| 1Y | -3.5% | +19.2% | -22.7% | -22.6% |
| All | -3.5% | +19.5% | -23.0% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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