+387.7%
V vs MSCI
+610.9%
-223.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | +2.0% | +0.6% | +1.4% | +1.7% |
| 3M | +17.4% | -7.1% | +24.4% | +20.6% |
| 6M | +17.5% | +0.8% | +16.7% | +16.0% |
| YTD | +7.6% | +1.0% | +6.6% | +5.5% |
| 1Y | +7.7% | +4.3% | +3.4% | +3.6% |
| 3Y | +54.7% | +9.9% | +44.7% | +40.8% |
| 5Y | +73.0% | -6.8% | +79.8% | +64.3% |
| All | +387.7% | +610.9% | -223.2% | +58.2% |
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