+50.7%
MSMR vs VT
+57.1%
-6.3%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -0.3% | -0.1% | -0.1% | -0.2% |
| 30D | +0.5% | -3.1% | +3.5% | +1.6% |
| 3M | +0.6% | -3.5% | +4.1% | +1.8% |
| 6M | -3.3% | +0.5% | -3.7% | -3.5% |
| YTD | +2.3% | +10.8% | -8.4% | -1.3% |
| 1Y | +4.2% | +11.9% | -7.7% | +0.1% |
| 3Y | +57.0% | +73.0% | -16.0% | +33.8% |
| All | +50.7% | +57.1% | -6.3% | +34.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling