+35.7%
MSFU vs VIG
+66.1%
-30.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.0% | +1.1% |
| 7D | +14.6% | +0.4% | +14.2% | +14.4% |
| 30D | +2.1% | +4.3% | -2.2% | -4.6% |
| 3M | +14.7% | +2.0% | +12.6% | +11.4% |
| 6M | +55.7% | +10.2% | +45.5% | +33.1% |
| YTD | +7.1% | +14.8% | -7.7% | -15.2% |
| 1Y | -0.5% | +17.5% | -18.0% | -24.6% |
| 3Y | +35.7% | +67.4% | -31.7% | -42.0% |
| All | +35.7% | +66.1% | -30.3% | -42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling