+128.1%
VTR vs MSFU
+24.2%
+103.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.6% |
| 7D | -2.9% | -2.3% | -0.6% | -3.0% |
| 30D | -2.8% | -6.3% | +3.5% | -3.0% |
| 3M | +9.0% | +40.0% | -30.9% | +10.7% |
| 6M | +5.0% | +30.1% | -25.1% | +6.4% |
| YTD | +16.9% | -10.3% | +27.3% | +18.8% |
| 1Y | +34.3% | -19.0% | +53.3% | +36.3% |
| All | +128.1% | +24.2% | +103.9% | +129.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling