+19.9%
VGT vs MSFU
-2.2%
+22.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +13.5% | -13.2% | -1.8% |
| 7D | -6.5% | +8.2% | -14.7% | -7.7% |
| 30D | -10.6% | +10.2% | -20.8% | -12.0% |
| 3M | -3.7% | +22.9% | -26.6% | -6.9% |
| 6M | +10.4% | +63.2% | -52.8% | +2.1% |
| YTD | +23.1% | +11.7% | +11.3% | +19.3% |
| 1Y | +19.9% | -3.5% | +23.4% | +21.0% |
| All | +19.9% | -2.2% | +22.1% | +21.0% |
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