+66.5%
MSFO price history and return analytics
+72.3%
-5.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | +1.7% | -0.1% | +1.8% | +1.8% |
| 30D | +0.8% | -3.1% | +3.9% | +3.2% |
| 3M | +5.9% | -3.5% | +9.4% | +8.8% |
| 6M | +22.4% | +0.5% | +21.9% | +21.9% |
| YTD | +10.1% | +10.8% | -0.6% | +1.7% |
| 1Y | +6.1% | +11.9% | -5.7% | -2.7% |
| 3Y | +48.3% | +73.0% | -24.7% | -0.3% |
| All | +66.5% | +72.3% | -5.8% | +12.3% |
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