+484.0%
V vs MSCI
+811.9%
-327.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.7% |
| 7D | +0.9% | +3.0% | -2.1% | -0.4% |
| 30D | +9.0% | +17.8% | -8.8% | +1.2% |
| 3M | +16.7% | +15.2% | +1.5% | +9.4% |
| 6M | +33.4% | +16.5% | +16.9% | +23.6% |
| YTD | +22.4% | +16.4% | +6.0% | +12.4% |
| 1Y | +27.7% | +16.8% | +10.9% | +17.2% |
| 3Y | +78.0% | +35.8% | +42.2% | +47.1% |
| 5Y | +108.5% | +7.0% | +101.5% | +86.8% |
| All | +484.0% | +811.9% | -327.9% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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