+4,394.6%
MSI vs VSH
+1,378.7%
+3,015.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +13.4% | -10.8% | -1.5% |
| 7D | +8.3% | +3.5% | +4.9% | +6.1% |
| 30D | +18.9% | -22.4% | +41.3% | +25.8% |
| 3M | +13.2% | -25.2% | +38.4% | +19.6% |
| 6M | +38.3% | -22.5% | +60.8% | +36.5% |
| YTD | +38.9% | +84.2% | -45.3% | +1.1% |
| 1Y | +36.7% | +87.1% | -50.4% | -1.4% |
| 3Y | +76.6% | +31.7% | +44.9% | +31.4% |
| 5Y | +124.5% | +42.6% | +81.9% | +59.1% |
| 10Y | +674.5% | +116.6% | +557.9% | +336.4% |
| All | +4,394.6% | +1,378.7% | +3,015.9% | +1,138.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling