+19.5%
VCIT vs MSFU
+95.0%
-75.6%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.7% | -0.6% |
| 7D | +0.1% | +4.0% | -3.9% | 0.0% |
| 30D | +1.1% | -2.3% | +3.4% | +1.1% |
| 3M | -1.4% | +7.1% | -8.5% | -1.6% |
| 6M | -2.3% | +48.9% | -51.2% | -3.4% |
| YTD | -1.8% | +2.4% | -4.3% | -2.1% |
| 1Y | -1.0% | -8.1% | +7.1% | -1.0% |
| 3Y | +19.3% | +25.2% | -5.9% | +16.7% |
| All | +19.5% | +95.0% | -75.6% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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