+97.3%
VTI vs MSFU
+88.0%
+9.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.5% | -2.8% | +5.3% | +3.0% |
| 30D | -1.5% | -5.3% | +3.8% | -0.8% |
| 3M | -3.2% | +7.2% | -10.4% | -5.1% |
| 6M | +2.3% | +51.0% | -48.7% | -8.0% |
| YTD | +11.6% | -1.2% | +12.9% | +9.3% |
| 1Y | +13.8% | -10.3% | +24.1% | +14.0% |
| 3Y | +77.4% | +22.2% | +55.2% | +54.7% |
| All | +97.3% | +88.0% | +9.3% | +47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling