+169.3%
VGT vs MSFU
+87.3%
+82.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | +5.6% | -4.9% | +10.6% | +7.2% |
| 30D | -10.6% | -9.1% | -1.5% | -8.2% |
| 3M | -6.9% | +8.7% | -15.6% | -10.2% |
| 6M | +0.9% | +48.3% | -47.3% | -15.0% |
| YTD | +20.4% | -1.6% | +22.0% | +16.1% |
| 1Y | +17.4% | -13.6% | +31.0% | +19.4% |
| 3Y | +106.3% | +20.2% | +86.1% | +69.8% |
| All | +169.3% | +87.3% | +82.0% | +73.6% |
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