+77.9%
VUG vs MSFU
+21.3%
+56.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +2.5% | -2.8% | +5.3% | +3.1% |
| 30D | -6.3% | -5.3% | -1.0% | -5.3% |
| 3M | -6.0% | +7.2% | -13.3% | -8.3% |
| 6M | -3.5% | +51.0% | -54.5% | -15.6% |
| YTD | +3.9% | -1.2% | +5.2% | +1.9% |
| 1Y | +5.1% | -10.3% | +15.4% | +6.5% |
| 3Y | +77.9% | +22.2% | +55.6% | +50.6% |
| All | +77.9% | +21.3% | +56.5% | +50.6% |
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