-3.5%
MSFU vs VSH
+62.1%
-65.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -5.1% | +18.5% | +13.7% |
| 7D | +8.2% | -13.6% | +21.8% | +8.7% |
| 30D | +10.2% | -30.4% | +40.5% | +11.2% |
| 3M | +22.9% | -33.3% | +56.2% | +24.3% |
| 6M | +63.2% | -15.1% | +78.3% | +58.5% |
| YTD | +11.7% | +80.2% | -68.5% | +6.3% |
| 1Y | -3.5% | +63.4% | -66.9% | -7.1% |
| All | -3.5% | +62.1% | -65.5% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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