+67.8%
MSFO price history and return analytics
+68.4%
-0.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | 0.0% |
| 7D | +1.9% | -4.2% | +6.0% | +5.2% |
| 30D | +1.7% | -5.8% | +7.5% | +6.3% |
| 3M | +13.7% | -5.2% | +19.0% | +18.4% |
| 6M | +25.0% | +0.1% | +24.9% | +24.8% |
| YTD | +11.0% | +8.2% | +2.8% | +4.3% |
| 1Y | +7.1% | +10.1% | -3.1% | -0.7% |
| 3Y | +53.0% | +69.7% | -16.7% | +4.4% |
| All | +67.8% | +68.4% | -0.5% | +15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling