+39.7%
VGT vs MSFU
-18.4%
+58.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.9% |
| 7D | +1.0% | -5.7% | +6.7% | +1.8% |
| 30D | +1.3% | +4.2% | -2.9% | +0.5% |
| 3M | -1.1% | +27.9% | -29.1% | -4.5% |
| 6M | +32.6% | +37.1% | -4.5% | +24.4% |
| YTD | +29.0% | -7.4% | +36.4% | +29.5% |
| 1Y | +39.7% | -19.6% | +59.3% | +46.7% |
| All | +39.7% | -18.4% | +58.1% | +46.7% |
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