+80.0%
VTV vs MSFU
+71.2%
+8.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -2.1% | -6.9% | +4.9% | -1.5% |
| 30D | -1.3% | -5.1% | +3.8% | -0.9% |
| 3M | +5.6% | +44.6% | -39.0% | +1.6% |
| 6M | +12.4% | +32.8% | -20.4% | +8.3% |
| YTD | +17.6% | -10.1% | +27.7% | +18.2% |
| 1Y | +23.5% | -19.4% | +42.9% | +25.6% |
| 3Y | +67.0% | +26.2% | +40.8% | +52.4% |
| All | +80.0% | +71.2% | +8.8% | +53.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling