-49.4%
VG vs MSFU
+5.5%
-54.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.3% | +6.0% | +2.2% |
| 7D | -7.7% | +4.0% | -11.7% | -8.4% |
| 30D | -8.8% | -2.3% | -6.5% | -8.7% |
| 3M | -15.6% | +7.1% | -22.7% | -16.8% |
| 6M | +5.2% | +48.9% | -43.7% | -2.0% |
| YTD | +76.9% | +2.4% | +74.5% | +84.1% |
| 1Y | +42.5% | -8.1% | +50.6% | +56.6% |
| All | -49.4% | +5.5% | -54.9% | -56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling