+19.8%
VCIT vs MSFU
+97.0%
-77.2%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.4% | +7.6% | +0.4% |
| 7D | +0.5% | +1.0% | -0.6% | +0.4% |
| 30D | +2.1% | +0.6% | +1.5% | +2.0% |
| 3M | -1.6% | +16.4% | -18.0% | -2.0% |
| 6M | -1.6% | +53.0% | -54.6% | -2.7% |
| YTD | -1.5% | +3.5% | -5.0% | -1.8% |
| 1Y | -0.4% | -7.8% | +7.5% | -0.4% |
| 3Y | +19.6% | +35.6% | -16.0% | +16.5% |
| All | +19.8% | +97.0% | -77.2% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling