-93.7%
MSC price history and return analytics
+147.9%
-241.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.2% | -7.8% | -7.6% |
| 7D | +25.6% | -2.3% | +28.0% | +25.9% |
| 30D | +2.1% | -5.0% | +7.0% | +3.0% |
| 3M | -48.4% | -4.9% | -43.5% | -48.0% |
| 6M | -59.2% | -1.5% | -57.6% | -59.3% |
| YTD | -72.4% | +8.5% | -80.9% | -73.4% |
| 1Y | -75.9% | +11.4% | -87.3% | -77.0% |
| 3Y | -78.7% | +70.1% | -148.8% | -82.3% |
| 5Y | -88.1% | +53.7% | -141.8% | -90.2% |
| All | -93.7% | +147.9% | -241.5% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling