+51.8%
VG vs MSFU
-2.2%
+54.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +13.5% | -21.2% | -7.2% |
| 7D | -16.4% | +8.2% | -24.5% | -16.0% |
| 30D | -10.8% | +10.2% | -21.0% | -10.3% |
| 3M | -6.3% | +22.9% | -29.2% | -5.4% |
| 6M | -12.5% | +63.2% | -75.7% | -9.8% |
| YTD | +76.9% | +11.7% | +65.2% | +94.6% |
| 1Y | +51.8% | -3.5% | +55.3% | +81.0% |
| All | +51.8% | -2.2% | +54.0% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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