-78.7%
MSC price history and return analytics
+69.7%
-148.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.2% | -7.8% | -7.5% |
| 7D | +25.6% | -2.3% | +28.0% | +25.1% |
| 30D | +2.1% | -5.0% | +7.0% | +1.6% |
| 3M | -48.4% | -4.9% | -43.5% | -48.6% |
| 6M | -59.2% | -1.5% | -57.6% | -59.3% |
| YTD | -72.4% | +8.5% | -80.9% | -72.8% |
| 1Y | -75.9% | +11.4% | -87.3% | -76.6% |
| 3Y | -78.7% | +70.1% | -148.8% | -83.5% |
| All | -78.7% | +69.7% | -148.4% | -83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling