-93.8%
MSC price history and return analytics
+153.7%
-247.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -2.0% | +2.4% | -4.4% | -2.5% |
| 30D | 0.0% | -1.5% | +1.5% | +0.1% |
| 3M | -44.5% | -4.1% | -40.4% | -44.1% |
| 6M | -61.6% | +0.6% | -62.2% | -61.9% |
| YTD | -73.0% | +11.0% | -84.0% | -74.0% |
| 1Y | -75.3% | +13.3% | -88.7% | -76.5% |
| 3Y | -81.7% | +73.4% | -155.1% | -84.8% |
| 5Y | -84.8% | +57.4% | -142.2% | -87.5% |
| All | -93.8% | +153.7% | -247.5% | -95.0% |
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