+69.5%
VG vs MSFU
-12.2%
+81.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.8% | +10.3% | +5.3% |
| 7D | +5.5% | -12.7% | +18.2% | +5.0% |
| 30D | -3.6% | -9.0% | +5.4% | -3.8% |
| 3M | -4.0% | +2.9% | -6.9% | -3.5% |
| 6M | +9.4% | +43.5% | -34.2% | +12.5% |
| YTD | +86.6% | -2.4% | +89.1% | +104.6% |
| 1Y | +69.5% | -13.5% | +83.0% | +99.6% |
| All | +69.5% | -12.2% | +81.7% | +99.6% |
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