+20.0%
VCIT vs MSFU
+85.8%
-65.7%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +0.1% |
| 7D | -0.5% | -12.7% | +12.2% | -0.2% |
| 30D | +1.5% | -9.0% | +10.5% | +1.6% |
| 3M | -1.0% | +2.9% | -3.9% | -1.1% |
| 6M | -1.7% | +43.5% | -45.2% | -2.7% |
| YTD | -1.4% | -2.4% | +1.1% | -1.6% |
| 1Y | -0.9% | -13.5% | +12.6% | -0.8% |
| 3Y | +19.8% | +19.2% | +0.6% | +17.4% |
| All | +20.0% | +85.8% | -65.7% | +13.4% |
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