+74.2%
VEA vs MSI
+77.7%
-3.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.6% |
| 7D | -1.3% | +7.7% | -9.0% | -2.2% |
| 30D | 0.0% | +19.9% | -20.0% | -2.5% |
| 3M | -3.6% | +14.9% | -18.5% | -5.5% |
| 6M | -0.5% | +37.2% | -37.7% | -5.4% |
| YTD | +13.0% | +40.8% | -27.8% | +6.2% |
| 1Y | +16.3% | +38.1% | -21.9% | +9.7% |
| All | +74.2% | +77.7% | -3.5% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 3y: compounded portfolio wealth divided by compounded MSI 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…
3y analysis · Full analysis span regression · 6 months rolling