-19.0%
MSFU vs VO
+13.6%
-32.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.2% |
| 7D | -2.3% | -0.6% | -1.8% | -1.8% |
| 30D | -6.3% | -1.9% | -4.3% | -4.7% |
| 3M | +40.0% | +3.3% | +36.7% | +36.8% |
| 6M | +30.1% | +9.7% | +20.4% | +19.4% |
| YTD | -10.3% | +12.6% | -22.9% | -19.0% |
| 1Y | -19.0% | +13.6% | -32.7% | -26.0% |
| All | -19.0% | +13.6% | -32.6% | -26.0% |
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