+63.3%
MSD price history and return analytics
+217.6%
-154.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +2.5% | -0.1% | +2.7% | +2.5% |
| 30D | +1.8% | -3.1% | +4.8% | +3.2% |
| 3M | -4.0% | -3.5% | -0.5% | -2.5% |
| 6M | -3.2% | +0.5% | -3.7% | -3.6% |
| YTD | -0.9% | +10.8% | -11.6% | -5.7% |
| 1Y | +1.9% | +11.9% | -10.0% | -3.6% |
| 3Y | +46.1% | +73.0% | -26.9% | +12.3% |
| 5Y | +18.8% | +58.6% | -39.8% | -5.7% |
| 10Y | +63.3% | +219.2% | -155.9% | -10.8% |
| All | +63.3% | +217.6% | -154.4% | -10.8% |
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