+1,468.8%
VRT vs MSFU
+93.3%
+1,375.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.3% | +4.1% |
| 7D | -21.4% | +2.5% | -23.8% | -22.6% |
| 30D | -25.8% | -1.3% | -24.5% | -25.9% |
| 3M | -33.5% | +8.6% | -42.2% | -36.5% |
| 6M | -49.0% | +48.4% | -97.4% | -58.8% |
| YTD | +12.9% | +1.6% | +11.4% | +6.3% |
| 1Y | 0.0% | -5.8% | +5.8% | -1.7% |
| 3Y | +361.8% | +30.9% | +330.9% | +256.1% |
| All | +1,468.8% | +93.3% | +1,375.5% | +917.4% |
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