+100.4%
VT vs MSFU
+76.3%
+24.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.1% | +0.7% |
| 7D | +0.4% | -5.7% | +6.1% | +1.4% |
| 30D | +1.0% | +4.2% | -3.2% | +0.1% |
| 3M | +2.4% | +27.9% | -25.5% | -2.7% |
| 6M | +12.0% | +37.1% | -25.1% | +3.8% |
| YTD | +15.3% | -7.4% | +22.7% | +14.9% |
| 1Y | +22.6% | -19.6% | +42.2% | +25.7% |
| 3Y | +74.7% | +33.2% | +41.5% | +50.7% |
| All | +100.4% | +76.3% | +24.1% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling