-1.1%
MSI vs VSH
+118.1%
-119.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.3% | -0.8% |
| 7D | -3.7% | +4.1% | -7.8% | -3.6% |
| 30D | +6.8% | -4.2% | +11.0% | +6.8% |
| 3M | +14.3% | -50.0% | +64.3% | +14.9% |
| 6M | -1.6% | +80.2% | -81.8% | -4.1% |
| YTD | +22.8% | +121.1% | -98.3% | +18.7% |
| 1Y | -1.1% | +112.0% | -113.1% | -5.3% |
| All | -1.1% | +118.1% | -119.2% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling