+64.2%
MSFO price history and return analytics
+72.7%
-8.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -0.8% | +2.4% | -3.2% | -2.5% |
| 30D | -0.4% | -1.5% | +1.1% | +0.7% |
| 3M | +5.7% | -4.1% | +9.8% | +9.0% |
| 6M | +24.6% | +0.6% | +24.1% | +24.0% |
| YTD | +8.6% | +11.0% | -2.4% | +0.1% |
| 1Y | +5.0% | +13.3% | -8.3% | -4.8% |
| 3Y | +46.7% | +73.4% | -26.7% | -1.5% |
| All | +64.2% | +72.7% | -8.5% | +10.5% |
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 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