+223.0%
VT vs MSCI
+610.9%
-387.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.4% | +0.4% | +0.1% | +0.3% |
| 30D | +1.0% | +0.6% | +0.4% | +0.7% |
| 3M | +2.4% | -7.1% | +9.5% | +4.3% |
| 6M | +12.0% | +0.8% | +11.2% | +10.4% |
| YTD | +15.3% | +1.0% | +14.3% | +13.0% |
| 1Y | +22.6% | +4.3% | +18.3% | +18.1% |
| 3Y | +74.7% | +9.9% | +64.7% | +61.1% |
| 5Y | +66.1% | -6.8% | +72.9% | +57.8% |
| All | +223.0% | +610.9% | -387.8% | +51.1% |
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