+5.2%
VUG vs MSFU
-2.2%
+7.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +13.5% | -11.9% | -0.3% |
| 7D | -3.0% | +8.2% | -11.2% | -4.2% |
| 30D | -6.4% | +10.2% | -16.6% | -7.8% |
| 3M | -3.2% | +22.9% | -26.1% | -6.2% |
| 6M | +3.1% | +63.2% | -60.1% | -4.1% |
| YTD | +6.3% | +11.7% | -5.4% | +1.9% |
| 1Y | +5.2% | -3.5% | +8.7% | +4.3% |
| All | +5.2% | -2.2% | +7.4% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling