+78.4%
V vs MSCI
+32.0%
+46.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.4% |
| 7D | -0.8% | +1.5% | -2.2% | -1.2% |
| 30D | +9.5% | +14.4% | -4.9% | +5.3% |
| 3M | +16.7% | +15.2% | +1.5% | +11.9% |
| 6M | +32.9% | +11.2% | +21.7% | +28.4% |
| YTD | +21.1% | +13.9% | +7.2% | +15.7% |
| 1Y | +26.6% | +12.5% | +14.1% | +21.4% |
| 3Y | +78.4% | +32.3% | +46.1% | +63.8% |
| All | +78.4% | +32.0% | +46.3% | +63.8% |
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 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