+2,926.4%
V vs MSCI
+2,368.0%
+558.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 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% | +20.4% |
| 6M | +17.5% | +0.8% | +16.7% | +16.2% |
| YTD | +7.6% | +1.0% | +6.6% | +5.7% |
| 1Y | +7.7% | +4.3% | +3.4% | +4.1% |
| 3Y | +54.7% | +9.9% | +44.7% | +42.6% |
| 5Y | +73.0% | -6.8% | +79.8% | +65.4% |
| 10Y | +390.9% | +614.7% | -223.8% | +99.0% |
| All | +2,926.4% | +2,368.0% | +558.5% | +572.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling