+123.4%
VRT vs MSFU
-18.4%
+141.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.2% | +8.5% | +4.3% |
| 7D | +9.1% | -5.7% | +14.8% | +9.0% |
| 30D | +0.9% | +4.2% | -3.2% | +0.9% |
| 3M | -13.4% | +27.9% | -41.3% | -10.5% |
| 6M | +11.7% | +37.1% | -25.4% | +13.3% |
| YTD | +73.2% | -7.4% | +80.6% | +87.1% |
| 1Y | +123.4% | -19.6% | +143.0% | +155.7% |
| All | +123.4% | -18.4% | +141.9% | +155.7% |
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