+164.7%
VGT vs MSFU
+88.0%
+76.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +2.5% | -2.8% | +5.2% | +3.3% |
| 30D | -9.5% | -5.3% | -4.2% | -8.3% |
| 3M | -9.5% | +7.2% | -16.7% | -12.3% |
| 6M | -1.8% | +51.0% | -52.8% | -17.9% |
| YTD | +18.4% | -1.2% | +19.6% | +14.0% |
| 1Y | +18.7% | -10.3% | +29.1% | +18.8% |
| 3Y | +103.8% | +22.2% | +81.6% | +66.6% |
| All | +164.7% | +88.0% | +76.7% | +70.4% |
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