-4.0%
MSDL price history and return analytics
+62.3%
-66.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -1.4% | +1.0% | -2.4% | -1.9% |
| 30D | -2.5% | -0.2% | -2.3% | -2.4% |
| 3M | +2.5% | +4.5% | -2.1% | -0.1% |
| 6M | +8.4% | +14.1% | -5.7% | +0.6% |
| YTD | -2.9% | +14.8% | -17.7% | -10.1% |
| 1Y | -5.6% | +21.2% | -26.8% | -15.1% |
| All | -4.0% | +62.3% | -66.3% | -23.4% |
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