+67.8%
VTV vs MSFU
+24.2%
+43.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | -0.7% | -2.3% | +1.7% | -0.5% |
| 30D | -0.5% | -6.3% | +5.8% | -0.1% |
| 3M | +5.3% | +40.0% | -34.6% | +2.7% |
| 6M | +12.9% | +30.1% | -17.2% | +10.1% |
| YTD | +18.5% | -10.3% | +28.8% | +19.4% |
| 1Y | +25.3% | -19.0% | +44.3% | +27.6% |
| All | +67.8% | +24.2% | +43.6% | +55.5% |
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