+24.9%
MSFY price history and return analytics
+88.4%
-63.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.1% |
| 7D | -1.7% | +1.0% | -2.7% | -2.4% |
| 30D | -1.3% | -0.2% | -1.1% | -1.2% |
| 3M | +12.3% | +4.5% | +7.8% | +8.4% |
| 6M | +12.1% | +14.1% | -2.0% | +0.6% |
| YTD | -7.3% | +14.8% | -22.1% | -17.2% |
| 1Y | -6.9% | +21.2% | -28.0% | -20.5% |
| All | +24.9% | +88.4% | -63.5% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling