+10.2%
MSFX price history and return analytics
+59.4%
-49.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.7% |
| 7D | -5.0% | +2.9% | -7.9% | -9.9% |
| 30D | -9.4% | -2.5% | -6.9% | -4.6% |
| 3M | +7.7% | -3.3% | +11.0% | +15.3% |
| 6M | +46.3% | +1.5% | +44.7% | +42.9% |
| YTD | -3.4% | +11.4% | -14.7% | -21.0% |
| 1Y | -16.9% | +11.9% | -28.8% | -32.8% |
| All | +10.2% | +59.4% | -49.2% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling