+360.9%
MSB price history and return analytics
+223.7%
+137.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -3.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -7.0% | -2.6% | -4.4% | -4.4% |
| 3M | -26.5% | -3.2% | -23.3% | -24.0% |
| 6M | -41.0% | +0.9% | -42.0% | -41.9% |
| YTD | -54.7% | +11.3% | -66.0% | -59.7% |
| 1Y | -49.6% | +14.0% | -63.6% | -56.3% |
| 3Y | +23.3% | +75.8% | -52.6% | -33.5% |
| 5Y | +14.0% | +57.8% | -43.8% | -30.7% |
| 10Y | +360.9% | +219.8% | +141.1% | +24.6% |
| All | +360.9% | +223.7% | +137.2% | +24.6% |
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