+379.7%
VRT vs MSFU
+21.3%
+358.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | +10.5% | -2.8% | +13.3% | +11.4% |
| 30D | -9.3% | -5.3% | -4.0% | -8.2% |
| 3M | -29.6% | +7.2% | -36.8% | -31.8% |
| 6M | -45.4% | +51.0% | -96.3% | -54.4% |
| YTD | +24.8% | -1.2% | +26.1% | +24.0% |
| 1Y | +23.6% | -10.3% | +33.9% | +30.5% |
| 3Y | +379.7% | +22.2% | +357.4% | +283.9% |
| All | +379.7% | +21.3% | +358.3% | +283.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling