+20.2%
MSFX price history and return analytics
+59.3%
-39.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +0.6% |
| 7D | +15.1% | +0.4% | +14.8% | +14.9% |
| 30D | +1.8% | -2.6% | +4.4% | +7.5% |
| 3M | +13.9% | -3.2% | +17.1% | +21.9% |
| 6M | +53.9% | +0.9% | +53.0% | +52.2% |
| YTD | +5.5% | +11.3% | -5.9% | -13.7% |
| 1Y | -4.0% | +14.0% | -18.0% | -25.1% |
| All | +20.2% | +59.3% | -39.1% | -54.7% |
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