-11.2%
VG vs MSCI
+13.5%
-24.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -4.8% |
| 7D | -22.0% | +6.0% | -28.0% | -20.5% |
| 30D | -14.7% | +18.2% | -32.9% | -11.2% |
| 3M | -7.1% | +15.1% | -22.2% | -3.9% |
| 6M | -11.2% | +13.7% | -24.9% | -6.2% |
| All | -11.2% | +13.5% | -24.6% | -6.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling