+10.1%
VT vs MSCI
+16.2%
-6.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.3% | -3.9% |
| 7D | -4.2% | +6.0% | -10.2% | -4.3% |
| 30D | -5.8% | +18.2% | -24.0% | -6.3% |
| 3M | -5.2% | +15.1% | -20.4% | -5.7% |
| 6M | +0.1% | +13.7% | -13.6% | -0.6% |
| YTD | +8.2% | +15.6% | -7.4% | +7.2% |
| 1Y | +10.1% | +16.3% | -6.2% | +9.3% |
| All | +10.1% | +16.2% | -6.0% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling