+141.9%
MSGE vs VT
+85.3%
+56.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.1% | +0.4% | -1.6% | -1.6% |
| 30D | -0.5% | +1.0% | -1.5% | -1.4% |
| 3M | +8.6% | +2.4% | +6.2% | +5.9% |
| 6M | +30.0% | +12.0% | +18.0% | +15.4% |
| YTD | +43.6% | +15.3% | +28.3% | +23.4% |
| 1Y | +91.3% | +22.6% | +68.7% | +53.9% |
| 3Y | +149.7% | +74.7% | +75.0% | +35.9% |
| All | +141.9% | +85.3% | +56.6% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling