+800.7%
MSCI price history and return analytics
+217.6%
+583.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.2% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | +16.2% | -3.1% | +19.3% | +20.2% |
| 3M | +17.1% | -3.5% | +20.6% | +21.6% |
| 6M | +13.0% | +0.5% | +12.5% | +11.0% |
| YTD | +15.8% | +10.8% | +5.0% | +0.3% |
| 1Y | +15.5% | +11.9% | +3.6% | -1.3% |
| 3Y | +32.3% | +73.0% | -40.7% | -35.6% |
| 5Y | +8.2% | +58.6% | -50.4% | -39.8% |
| 10Y | +800.7% | +219.2% | +581.5% | +109.7% |
| All | +800.7% | +217.6% | +583.1% | +109.7% |
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