+57.9%
VWO vs MSFU
+88.0%
-30.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +2.0% | -2.8% | +4.7% | +2.3% |
| 30D | -4.3% | -5.3% | +1.0% | -3.8% |
| 3M | -6.4% | +7.2% | -13.6% | -7.4% |
| 6M | -5.6% | +51.0% | -56.6% | -11.3% |
| YTD | +5.2% | -1.2% | +6.4% | +3.8% |
| 1Y | +5.2% | -10.3% | +15.5% | +5.1% |
| 3Y | +55.5% | +22.2% | +33.3% | +42.8% |
| All | +57.9% | +88.0% | -30.1% | +34.4% |
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 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