+23.7%
MSFU vs VTEB
+9.0%
+14.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -2.3% | -0.7% | -1.6% | -2.0% |
| 30D | -6.3% | -2.1% | -4.2% | -5.1% |
| 3M | +40.0% | -2.7% | +42.6% | +42.1% |
| 6M | +30.1% | -2.1% | +32.2% | +31.5% |
| YTD | -10.3% | -1.1% | -9.2% | -9.7% |
| 1Y | -19.0% | +1.3% | -20.4% | -19.0% |
| All | +23.7% | +9.0% | +14.7% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling