+103.9%
MSFU price history and return analytics
+96.9%
+7.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.8% | +0.8% |
| 7D | +14.6% | +0.4% | +14.2% | +14.4% |
| 30D | +2.1% | -2.6% | +4.7% | +7.7% |
| 3M | +14.7% | -3.2% | +17.9% | +22.5% |
| 6M | +55.7% | +0.9% | +54.7% | +54.1% |
| YTD | +7.1% | +11.3% | -4.2% | -11.5% |
| 1Y | -0.5% | +14.0% | -14.5% | -21.4% |
| 3Y | +35.7% | +75.8% | -40.1% | -50.0% |
| All | +103.9% | +96.9% | +7.0% | -37.1% |
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