+77.6%
V vs MSCI
+36.7%
+40.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -2.4% |
| 7D | +2.9% | +6.0% | -3.1% | +1.2% |
| 30D | +14.0% | +18.2% | -4.2% | +8.7% |
| 3M | +14.9% | +15.1% | -0.2% | +10.2% |
| 6M | +31.7% | +13.7% | +18.0% | +26.4% |
| YTD | +21.2% | +15.6% | +5.6% | +15.3% |
| 1Y | +25.3% | +16.3% | +8.9% | +18.9% |
| All | +77.6% | +36.7% | +40.9% | +62.0% |
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