-99.1%
MSAI price history and return analytics
+59.0%
-158.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +1.1% | +11.0% | +11.2% |
| 7D | +7.9% | -0.7% | +8.6% | +8.6% |
| 30D | -28.0% | -1.7% | -26.3% | -26.8% |
| 3M | -36.1% | -2.3% | -33.8% | -34.7% |
| 6M | -43.0% | +1.5% | -44.5% | -42.9% |
| YTD | -70.3% | +12.0% | -82.4% | -72.2% |
| 1Y | -92.4% | +12.9% | -105.3% | -92.9% |
| 3Y | -99.2% | +74.9% | -174.2% | -99.4% |
| All | -99.1% | +59.0% | -158.1% | -99.3% |
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