+109.0%
VTR vs MSFU
+88.0%
+21.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +0.2% | -2.8% | +3.0% | +0.2% |
| 30D | +5.5% | -5.3% | +10.8% | +5.5% |
| 3M | -0.9% | +7.2% | -8.2% | -1.2% |
| 6M | -0.4% | +51.0% | -51.4% | -1.8% |
| YTD | +17.0% | -1.2% | +18.3% | +18.4% |
| 1Y | +18.0% | -10.3% | +28.3% | +20.2% |
| 3Y | +127.4% | +22.2% | +105.1% | +115.1% |
| All | +109.0% | +88.0% | +21.0% | +65.1% |
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 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