-46.6%
VG vs MSCI
+10.4%
-57.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.3% |
| 7D | +5.5% | -1.9% | +7.4% | +6.0% |
| 30D | -3.6% | +16.5% | -20.0% | -8.0% |
| 3M | -4.0% | +18.2% | -22.2% | -8.9% |
| 6M | +9.4% | +14.0% | -4.6% | +3.8% |
| YTD | +86.6% | +16.6% | +70.0% | +72.0% |
| 1Y | +69.5% | +14.8% | +54.7% | +57.8% |
| All | -46.6% | +10.4% | -57.0% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling