+110.5%
MISL price history and return analytics
+106.9%
+3.5%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.1% |
| 7D | -2.2% | -1.1% | -1.1% | -1.2% |
| 30D | -11.3% | -1.0% | -10.3% | -10.5% |
| 3M | -9.6% | +3.2% | -12.7% | -11.9% |
| 6M | -12.1% | +12.5% | -24.6% | -20.2% |
| YTD | -0.4% | +14.1% | -14.5% | -10.7% |
| 1Y | +8.6% | +18.9% | -10.3% | -5.6% |
| 3Y | +93.8% | +74.1% | +19.7% | +27.6% |
| All | +110.5% | +106.9% | +3.5% | +25.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling