+32.2%
MSFY price history and return analytics
+83.9%
-51.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -3.4% |
| 7D | -6.1% | -0.7% | -5.4% | -5.7% |
| 30D | -3.8% | -1.7% | -2.1% | -2.4% |
| 3M | +3.9% | -2.3% | +6.3% | +5.9% |
| 6M | +19.2% | +1.5% | +17.7% | +17.7% |
| YTD | -1.8% | +12.0% | -13.9% | -10.6% |
| 1Y | -5.6% | +12.9% | -18.5% | -14.6% |
| 3Y | +25.6% | +74.9% | -49.4% | -15.3% |
| All | +32.2% | +83.9% | -51.7% | -12.0% |
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