+110.0%
VUG vs MSFU
+93.3%
+16.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | -3.4% | +2.5% | -5.9% | -4.3% |
| 30D | -11.1% | -1.3% | -9.8% | -11.1% |
| 3M | -7.2% | +8.6% | -15.9% | -10.1% |
| 6M | -4.1% | +48.4% | -52.5% | -17.4% |
| YTD | +1.4% | +1.6% | -0.2% | -2.7% |
| 1Y | +1.9% | -5.8% | +7.7% | +0.3% |
| 3Y | +77.7% | +30.9% | +46.8% | +44.4% |
| All | +110.0% | +93.3% | +16.7% | +39.7% |
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