+209.5%
MFUS price history and return analytics
+169.3%
+40.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.2% |
| 7D | -0.6% | +0.4% | -1.0% | -1.0% |
| 30D | -0.2% | -2.6% | +2.4% | +2.1% |
| 3M | -1.3% | -3.2% | +1.9% | +1.5% |
| 6M | +4.0% | +0.9% | +3.1% | +2.9% |
| YTD | +16.9% | +11.3% | +5.6% | +5.6% |
| 1Y | +19.8% | +14.0% | +5.8% | +6.0% |
| 3Y | +81.0% | +75.8% | +5.2% | +7.8% |
| 5Y | +71.6% | +57.8% | +13.8% | +12.3% |
| All | +209.5% | +169.3% | +40.2% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling