+72.2%
MSBI price history and return analytics
+65.7%
+6.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.6% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | 0.0% | -0.7% | +0.7% | +0.6% |
| 3M | +15.0% | +4.0% | +11.0% | +11.1% |
| 6M | +61.8% | +12.3% | +49.5% | +46.9% |
| YTD | +61.0% | +14.0% | +47.0% | +44.4% |
| 1Y | +94.3% | +20.3% | +74.0% | +66.9% |
| 3Y | +76.9% | +75.4% | +1.5% | +14.1% |
| 5Y | +72.2% | +66.0% | +6.2% | +13.2% |
| All | +72.2% | +65.7% | +6.5% | +13.2% |
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