-7.8%
MSFU vs VT
+10.7%
-18.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -1.1% |
| 7D | +1.0% | -4.2% | +5.2% | +8.2% |
| 30D | +0.6% | -5.8% | +6.4% | +10.4% |
| 3M | +16.4% | -5.2% | +21.6% | +26.8% |
| 6M | +53.0% | +0.1% | +52.9% | +54.7% |
| YTD | +3.5% | +8.2% | -4.8% | -6.0% |
| 1Y | -7.8% | +10.1% | -18.0% | -18.7% |
| All | -7.8% | +10.7% | -18.5% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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