+1,989.5%
MSCI price history and return analytics
+345.0%
+1,644.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +1.5% |
| 7D | +6.0% | -4.2% | +10.2% | +10.8% |
| 30D | +18.2% | -5.8% | +24.0% | +25.6% |
| 3M | +15.1% | -5.2% | +20.4% | +21.5% |
| 6M | +13.7% | +0.1% | +13.6% | +12.3% |
| YTD | +15.6% | +8.2% | +7.4% | +4.6% |
| 1Y | +16.3% | +10.1% | +6.2% | +3.1% |
| 3Y | +36.9% | +69.7% | -32.8% | -24.1% |
| 5Y | +6.3% | +53.4% | -47.1% | -32.5% |
| 10Y | +823.0% | +219.2% | +603.8% | +188.1% |
| All | +1,989.5% | +345.0% | +1,644.5% | +393.9% |
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