+187.5%
VGT vs MSFU
+70.7%
+116.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | +1.5% | -2.3% | +3.8% | +2.2% |
| 30D | +0.5% | -6.3% | +6.8% | +2.3% |
| 3M | +5.3% | +40.0% | -34.7% | -8.5% |
| 6M | +32.4% | +30.1% | +2.3% | +16.2% |
| YTD | +28.6% | -10.3% | +38.9% | +28.6% |
| 1Y | +37.6% | -19.0% | +56.7% | +42.9% |
| 3Y | +125.5% | +25.8% | +99.7% | +80.1% |
| All | +187.5% | +70.7% | +116.8% | +92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling