-4.5%
MSFL price history and return analytics
+53.1%
-57.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | +0.2% |
| 7D | -2.3% | -0.1% | -2.2% | -2.0% |
| 30D | -6.4% | -0.7% | -5.7% | -5.2% |
| 3M | +39.8% | +4.0% | +35.8% | +30.4% |
| 6M | +29.9% | +12.3% | +17.7% | +4.8% |
| YTD | -10.2% | +14.0% | -24.3% | -29.8% |
| 1Y | -18.0% | +20.3% | -38.3% | -42.2% |
| All | -4.5% | +53.1% | -57.7% | -59.0% |
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