+922.9%
MSFT price history and return analytics
+217.6%
+705.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.7% |
| 7D | +2.3% | -0.1% | +2.5% | +2.6% |
| 30D | -0.4% | -3.1% | +2.7% | +3.3% |
| 3M | +5.6% | -3.5% | +9.1% | +10.0% |
| 6M | +29.0% | +0.5% | +28.5% | +28.0% |
| YTD | +10.9% | +10.8% | +0.2% | -2.2% |
| 1Y | +6.2% | +11.9% | -5.7% | -7.6% |
| 3Y | +47.6% | +73.0% | -25.4% | -24.3% |
| 5Y | +67.9% | +58.6% | +9.3% | -3.2% |
| 10Y | +922.9% | +219.2% | +703.7% | +165.3% |
| All | +922.9% | +217.6% | +705.2% | +165.3% |
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