+367.1%
VT vs MSCI
+1,996.8%
-1,629.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | -0.3% |
| 7D | -0.3% | +11.5% | -11.8% | -4.4% |
| 30D | -1.4% | +22.1% | -23.5% | -8.8% |
| 3M | -1.4% | +18.4% | -19.8% | -7.9% |
| 6M | +5.5% | +16.6% | -11.2% | -1.8% |
| YTD | +12.8% | +18.8% | -6.0% | +3.4% |
| 1Y | +15.4% | +19.0% | -3.5% | +5.7% |
| 3Y | +76.9% | +40.7% | +36.1% | +47.0% |
| 5Y | +60.4% | +7.9% | +52.5% | +44.0% |
| 10Y | +232.8% | +848.9% | -616.1% | +14.7% |
| All | +367.1% | +1,996.8% | -1,629.8% | -15.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling