-51.6%
MSFD price history and return analytics
+101.9%
-153.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +2.8% | +0.4% | +2.4% | +3.3% |
| 30D | -2.6% | +1.0% | -3.5% | -1.6% |
| 3M | -17.2% | +2.4% | -19.6% | -14.8% |
| 6M | -22.5% | +12.0% | -34.5% | -12.2% |
| YTD | -8.9% | +15.3% | -24.2% | +6.8% |
| 1Y | -3.7% | +22.6% | -26.3% | +20.8% |
| 3Y | -35.6% | +74.7% | -110.3% | +26.6% |
| All | -51.6% | +101.9% | -153.4% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling