-84.2%
MSC price history and return analytics
+58.5%
-142.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -5.7% | +2.9% | -8.5% | -6.5% |
| 30D | +5.3% | -2.5% | +7.8% | +5.8% |
| 3M | -42.5% | -3.3% | -39.2% | -42.1% |
| 6M | -58.3% | +1.5% | -59.9% | -59.1% |
| YTD | -71.8% | +11.4% | -83.2% | -73.8% |
| 1Y | -73.2% | +11.9% | -85.1% | -75.2% |
| 3Y | -81.0% | +73.9% | -154.8% | -87.1% |
| 5Y | -84.2% | +57.9% | -142.0% | -90.5% |
| All | -84.2% | +58.5% | -142.7% | -90.5% |
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 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