+54.9%
MSFO price history and return analytics
+78.5%
-23.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | -1.0% | +1.0% | -2.0% | -1.7% |
| 30D | -0.6% | -0.2% | -0.3% | -0.4% |
| 3M | +16.2% | +4.5% | +11.7% | +12.4% |
| 6M | +18.2% | +14.1% | +4.1% | +6.9% |
| YTD | +2.5% | +14.8% | -12.3% | -7.8% |
| 1Y | +1.6% | +21.2% | -19.6% | -12.5% |
| 3Y | +50.1% | +76.6% | -26.5% | -0.7% |
| All | +54.9% | +78.5% | -23.6% | +1.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling