-32.0%
VST vs MSFU
-9.0%
-23.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.9% | +12.4% | +10.6% |
| 7D | -9.8% | +2.5% | -12.3% | -9.9% |
| 30D | -25.1% | -1.3% | -23.9% | -25.0% |
| 3M | -11.6% | +8.6% | -20.2% | -11.9% |
| 6M | -20.9% | +48.4% | -69.3% | -22.2% |
| YTD | -22.3% | +1.6% | -23.9% | -20.0% |
| 1Y | -32.0% | -5.8% | -26.2% | -29.2% |
| All | -32.0% | -9.0% | -23.0% | -29.2% |
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