+106.7%
MISL price history and return analytics
+101.5%
+5.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.4% |
| 7D | +3.6% | +2.4% | +1.3% | +1.6% |
| 30D | +1.7% | -1.5% | +3.2% | +3.1% |
| 3M | -12.2% | -4.1% | -8.1% | -9.0% |
| 6M | -8.2% | +0.6% | -8.7% | -8.5% |
| YTD | -2.2% | +11.0% | -13.3% | -10.2% |
| 1Y | +3.1% | +13.3% | -10.3% | -6.8% |
| 3Y | +78.9% | +73.4% | +5.5% | +18.8% |
| All | +106.7% | +101.5% | +5.2% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling