+321.2%
MSB price history and return analytics
+221.8%
+99.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.1% |
| 7D | -5.9% | +2.4% | -8.3% | -8.3% |
| 30D | -10.1% | -1.5% | -8.6% | -8.7% |
| 3M | -30.3% | -4.1% | -26.2% | -27.2% |
| 6M | -46.0% | +0.6% | -46.6% | -46.6% |
| YTD | -57.1% | +11.0% | -68.1% | -61.7% |
| 1Y | -51.6% | +13.3% | -64.9% | -57.8% |
| 3Y | +18.8% | +73.4% | -54.6% | -34.9% |
| 5Y | +6.4% | +57.4% | -51.0% | -35.2% |
| All | +321.2% | +221.8% | +99.5% | +14.0% |
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