+1,619.9%
VRT vs MSFU
+103.9%
+1,516.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.5% | +4.2% | +7.6% |
| 7D | -10.6% | +14.6% | -25.2% | -15.5% |
| 30D | -17.4% | +2.1% | -19.5% | -18.4% |
| 3M | -26.4% | +14.7% | -41.0% | -31.0% |
| 6M | -41.0% | +55.7% | -96.7% | -53.0% |
| YTD | +23.8% | +7.1% | +16.7% | +14.4% |
| 1Y | +11.6% | -0.5% | +12.1% | +7.6% |
| 3Y | +403.5% | +35.7% | +367.8% | +284.9% |
| All | +1,619.9% | +103.9% | +1,516.0% | +995.1% |
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