-10.6%
MSIF vs VT
+31.6%
-42.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | +2.8% | -1.6% | +4.4% | +4.0% |
| 30D | +2.9% | -2.5% | +5.4% | +4.7% |
| 3M | +6.3% | -1.3% | +7.6% | +7.2% |
| 6M | -6.8% | +3.1% | -9.9% | -9.3% |
| YTD | -2.5% | +10.9% | -13.4% | -10.8% |
| 1Y | +4.2% | +12.1% | -7.9% | -5.6% |
| All | -10.6% | +31.6% | -42.2% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling