+13.4%
MSFL price history and return analytics
+49.5%
-36.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +0.7% |
| 7D | +14.7% | +0.4% | +14.3% | +14.5% |
| 30D | +1.6% | -2.6% | +4.2% | +7.1% |
| 3M | +14.0% | -3.2% | +17.2% | +21.7% |
| 6M | +54.4% | +0.9% | +53.4% | +52.8% |
| YTD | +6.6% | +11.3% | -4.7% | -12.3% |
| 1Y | -0.1% | +14.0% | -14.1% | -21.6% |
| All | +13.4% | +49.5% | -36.1% | -48.8% |
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