+50.0%
VG vs MSCI
+14.2%
+35.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | -0.2% |
| 7D | -22.0% | +2.8% | -24.9% | -21.7% |
| 30D | -11.6% | +15.4% | -27.1% | -10.7% |
| 3M | -14.9% | +13.4% | -28.3% | -14.1% |
| 6M | -3.5% | +10.9% | -14.4% | -2.1% |
| YTD | +70.0% | +13.0% | +57.0% | +67.7% |
| 1Y | +50.0% | +12.0% | +38.0% | +40.2% |
| All | +50.0% | +14.2% | +35.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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