-51.4%
VG vs MSCI
+9.5%
-60.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -3.3% |
| 7D | -22.0% | +6.0% | -28.0% | -23.4% |
| 30D | -14.7% | +18.2% | -32.9% | -19.0% |
| 3M | -7.1% | +15.1% | -22.2% | -11.2% |
| 6M | -11.2% | +13.7% | -24.9% | -15.8% |
| YTD | +69.8% | +15.6% | +54.2% | +56.8% |
| 1Y | +49.9% | +16.3% | +33.5% | +37.5% |
| All | -51.4% | +9.5% | -60.9% | -61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling