+135.6%
MSGE vs VT
+73.9%
+61.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.2% | -0.3% |
| 7D | -7.0% | -4.2% | -2.8% | -3.1% |
| 30D | -5.7% | -5.8% | +0.1% | -0.2% |
| 3M | -3.1% | -5.2% | +2.2% | +2.0% |
| 6M | +14.3% | +0.1% | +14.1% | +13.3% |
| YTD | +39.9% | +8.2% | +31.7% | +27.7% |
| 1Y | +69.3% | +10.1% | +59.2% | +51.7% |
| 3Y | +139.6% | +69.7% | +69.9% | +35.3% |
| All | +135.6% | +73.9% | +61.7% | +27.3% |
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