+77.6%
V vs MSCI
+33.6%
+44.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.7% |
| 7D | +2.2% | +2.8% | -0.6% | +1.4% |
| 30D | +13.6% | +15.4% | -1.8% | +9.0% |
| 3M | +14.3% | +13.4% | +0.9% | +10.2% |
| 6M | +33.1% | +10.9% | +22.2% | +28.6% |
| YTD | +21.2% | +13.0% | +8.3% | +16.1% |
| 1Y | +26.4% | +12.0% | +14.4% | +21.4% |
| 3Y | +77.6% | +34.1% | +43.5% | +63.1% |
| All | +77.6% | +33.6% | +44.0% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling