+158.3%
VEA vs MSI
+899.1%
-740.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | +2.3% | +3.2% | -1.0% | +1.1% |
| 30D | +0.2% | +17.6% | -17.4% | -5.9% |
| 3M | -5.3% | +14.5% | -19.9% | -10.4% |
| 6M | -0.9% | +34.3% | -35.2% | -12.1% |
| YTD | +12.2% | +39.7% | -27.5% | -2.8% |
| 1Y | +16.1% | +40.2% | -24.1% | +0.4% |
| 3Y | +73.0% | +77.1% | -4.2% | +33.9% |
| 5Y | +53.7% | +124.0% | -70.3% | +6.6% |
| 10Y | +159.3% | +665.5% | -506.2% | +5.8% |
| All | +158.3% | +899.1% | -740.8% | -23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling