+663.4%
MSI vs VEU
+149.9%
+513.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +3.2% | +2.1% | +1.1% | +1.8% |
| 30D | +17.6% | -0.9% | +18.5% | +18.1% |
| 3M | +14.5% | -5.4% | +19.9% | +18.6% |
| 6M | +34.3% | -1.8% | +36.0% | +34.6% |
| YTD | +39.7% | +10.9% | +28.8% | +26.6% |
| 1Y | +40.2% | +13.6% | +26.6% | +24.6% |
| 3Y | +77.1% | +69.3% | +7.9% | +12.1% |
| 5Y | +124.0% | +48.1% | +75.9% | +57.9% |
| All | +663.4% | +149.9% | +513.5% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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