+73.2%
MSFU vs VTRS
+109.7%
-36.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -1.8% | -2.2% | +0.4% | -1.3% |
| 30D | +0.5% | +3.3% | -2.8% | -0.3% |
| 3M | +51.9% | +2.0% | +49.9% | +50.6% |
| 6M | +35.0% | +19.9% | +15.0% | +28.3% |
| YTD | -9.0% | +35.7% | -44.8% | -16.1% |
| 1Y | -18.8% | +68.1% | -86.9% | -29.1% |
| 3Y | +25.5% | +87.1% | -61.6% | +0.9% |
| All | +73.2% | +109.7% | -36.5% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 10y: compounded portfolio wealth divided by compounded VTRS 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…
10y analysis · Full analysis span regression · 6 months rolling