-19.6%
MSFU vs VO
+15.8%
-35.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.0% |
| 7D | -5.7% | -0.3% | -5.4% | -5.4% |
| 30D | +4.2% | -0.3% | +4.5% | +4.4% |
| 3M | +27.9% | +2.9% | +25.0% | +25.3% |
| 6M | +37.1% | +9.3% | +27.8% | +25.9% |
| YTD | -7.4% | +14.2% | -21.6% | -17.4% |
| 1Y | -19.6% | +15.3% | -34.9% | -27.4% |
| All | -19.6% | +15.8% | -35.4% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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