+25.1%
VXUS vs MSFU
-18.4%
+43.5%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.3% |
| 7D | +1.6% | -3.2% | +4.7% | +1.7% |
| 30D | +1.0% | -3.1% | +4.1% | +1.1% |
| 3M | +5.7% | +35.3% | -29.6% | +4.1% |
| 6M | +13.6% | +31.6% | -18.0% | +11.0% |
| YTD | +17.4% | -9.5% | +26.9% | +16.7% |
| 1Y | +25.1% | -18.4% | +43.5% | +27.0% |
| All | +25.1% | -18.4% | +43.5% | +27.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling