-0.9%
VCIT vs MSFU
-12.2%
+11.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | 0.0% |
| 7D | -0.5% | -12.7% | +12.2% | -0.4% |
| 30D | +1.5% | -9.0% | +10.5% | +1.5% |
| 3M | -1.0% | +2.9% | -3.9% | -1.0% |
| 6M | -1.7% | +43.5% | -45.2% | -1.9% |
| YTD | -1.4% | -2.4% | +1.1% | -2.0% |
| 1Y | -0.9% | -13.5% | +12.6% | -1.8% |
| All | -0.9% | -12.2% | +11.3% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling