+69.3%
MSI vs VSH
+32.2%
+37.1%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -1.1% |
| 7D | -5.8% | +6.2% | -12.0% | -5.9% |
| 30D | -1.0% | -11.1% | +10.1% | -0.7% |
| 3M | +14.2% | -44.9% | +59.1% | +16.6% |
| 6M | +1.0% | +90.0% | -88.9% | -4.8% |
| YTD | +21.5% | +118.8% | -97.3% | +12.9% |
| 1Y | -2.1% | +109.0% | -111.1% | -9.0% |
| 3Y | +69.3% | +35.6% | +33.7% | +61.2% |
| All | +69.3% | +32.2% | +37.1% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling