+2,200.5%
MSI vs VT
+345.0%
+1,855.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.1% | +8.1% | +7.7% |
| 7D | +5.1% | -4.2% | +9.2% | +8.8% |
| 30D | +13.3% | -5.8% | +19.1% | +19.1% |
| 3M | +18.3% | -5.2% | +23.6% | +23.4% |
| 6M | +18.7% | +0.1% | +18.6% | +17.2% |
| YTD | +36.0% | +8.2% | +27.8% | +24.4% |
| 1Y | +32.6% | +10.1% | +22.5% | +19.3% |
| 3Y | +78.3% | +69.7% | +8.6% | +5.6% |
| 5Y | +121.6% | +53.4% | +68.2% | +43.9% |
| 10Y | +689.0% | +219.2% | +469.8% | +155.2% |
| All | +2,200.5% | +345.0% | +1,855.6% | +408.7% |
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