+541.8%
MS price history and return analytics
+224.7%
+317.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.1% |
| 7D | -1.7% | -0.7% | -1.0% | -0.7% |
| 30D | +0.9% | -1.7% | +2.7% | +3.6% |
| 3M | -10.8% | -2.3% | -8.5% | -7.7% |
| 6M | +0.9% | +1.5% | -0.6% | -0.9% |
| YTD | +9.8% | +12.0% | -2.2% | -5.8% |
| 1Y | +17.1% | +12.9% | +4.2% | -0.5% |
| 3Y | +175.7% | +74.9% | +100.8% | +29.2% |
| 5Y | +125.9% | +59.9% | +65.9% | +20.9% |
| All | +541.8% | +224.7% | +317.2% | +32.7% |
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 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