+11.4%
VT vs MSFU
-9.0%
+20.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.4% |
| 7D | -2.3% | +2.5% | -4.8% | -2.5% |
| 30D | -5.0% | -1.3% | -3.7% | -4.9% |
| 3M | -4.9% | +8.6% | -13.5% | -5.4% |
| 6M | -1.5% | +48.4% | -49.9% | -4.0% |
| YTD | +8.5% | +1.6% | +6.9% | +6.5% |
| 1Y | +11.4% | -5.8% | +17.1% | +10.3% |
| All | +11.4% | -9.0% | +20.4% | +10.3% |
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