+444.2%
V vs MSCI
+799.4%
-355.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.5% |
| 7D | -0.8% | +1.5% | -2.2% | -1.4% |
| 30D | +9.5% | +14.4% | -4.9% | +3.1% |
| 3M | +16.7% | +15.2% | +1.5% | +9.3% |
| 6M | +32.9% | +11.2% | +21.7% | +25.7% |
| YTD | +21.1% | +13.9% | +7.2% | +12.3% |
| 1Y | +26.6% | +12.5% | +14.1% | +18.2% |
| 3Y | +78.4% | +32.3% | +46.1% | +49.1% |
| 5Y | +105.5% | +4.9% | +100.6% | +85.6% |
| 10Y | +444.2% | +779.7% | -335.5% | +58.8% |
| All | +444.2% | +799.4% | -355.1% | +58.8% |
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