+1,977.3%
MSI vs VT
+374.2%
+1,603.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -3.7% | +0.4% | -4.1% | -4.1% |
| 30D | +6.8% | +1.0% | +5.9% | +5.8% |
| 3M | +14.3% | +2.4% | +11.9% | +11.3% |
| 6M | -1.6% | +12.0% | -13.6% | -12.0% |
| YTD | +22.8% | +15.3% | +7.5% | +6.6% |
| 1Y | -1.1% | +22.6% | -23.7% | -19.0% |
| 3Y | +70.5% | +74.7% | -4.2% | -1.0% |
| 5Y | +102.8% | +66.1% | +36.7% | +23.0% |
| 10Y | +597.4% | +225.0% | +372.4% | +123.2% |
| All | +1,977.3% | +374.2% | +1,603.1% | +335.9% |
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