-51.4%
VG vs MSFU
+4.6%
-56.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +1.9% | +0.3% |
| 7D | -22.0% | +2.5% | -24.5% | -22.4% |
| 30D | -11.6% | -1.3% | -10.4% | -11.7% |
| 3M | -14.9% | +8.6% | -23.5% | -16.2% |
| 6M | -3.5% | +48.4% | -51.9% | -10.2% |
| YTD | +70.0% | +1.6% | +68.4% | +77.2% |
| 1Y | +50.0% | -5.8% | +55.8% | +62.4% |
| All | -51.4% | +4.6% | -56.0% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling