+43.1%
MSSS vs VT
+55.3%
-12.2%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.2% | +0.4% | -1.7% | -1.6% |
| 30D | -1.6% | +1.0% | -2.5% | -2.4% |
| 3M | +3.9% | +2.4% | +1.5% | +1.6% |
| 6M | +11.7% | +12.0% | -0.3% | +0.7% |
| YTD | +18.7% | +15.3% | +3.4% | +3.9% |
| 1Y | +17.9% | +22.6% | -4.7% | -2.8% |
| All | +43.1% | +55.3% | -12.2% | -5.8% |
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 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