-19.6%
MSFU vs VNQ
+9.6%
-29.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.3% |
| 7D | -5.7% | -1.3% | -4.4% | -6.0% |
| 30D | +4.2% | -2.9% | +7.1% | +3.5% |
| 3M | +27.9% | +0.8% | +27.1% | +27.6% |
| 6M | +37.1% | +2.5% | +34.6% | +32.5% |
| YTD | -7.4% | +10.6% | -18.0% | -7.1% |
| 1Y | -19.6% | +9.1% | -28.7% | -20.7% |
| All | -19.6% | +9.6% | -29.2% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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