-2.7%
MSCI price history and return analytics
+21.4%
-24.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.7% |
| 7D | -2.1% | +1.0% | -3.1% | -2.2% |
| 30D | -1.7% | -0.2% | -1.5% | -1.7% |
| 3M | -8.2% | +4.5% | -12.8% | -8.9% |
| 6M | -2.4% | +14.1% | -16.5% | -6.2% |
| YTD | -2.8% | +14.8% | -17.6% | -6.5% |
| 1Y | -2.7% | +21.2% | -23.9% | -8.7% |
| All | -2.7% | +21.4% | -24.0% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling