+213.0%
VT vs MSCI
+810.0%
-597.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.3% | -3.1% |
| 7D | -4.2% | +6.0% | -10.2% | -6.1% |
| 30D | -5.8% | +18.2% | -24.0% | -11.2% |
| 3M | -5.2% | +15.1% | -20.4% | -10.0% |
| 6M | +0.1% | +13.7% | -13.6% | -5.3% |
| YTD | +8.2% | +15.6% | -7.4% | +1.0% |
| 1Y | +10.1% | +16.3% | -6.2% | +2.5% |
| 3Y | +69.7% | +36.9% | +32.8% | +44.4% |
| 5Y | +53.4% | +6.3% | +47.1% | +39.4% |
| All | +213.0% | +810.0% | -597.1% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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