+913.4%
MSFT price history and return analytics
+222.7%
+690.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | -2.4% | +2.9% | -5.3% | -5.6% |
| 30D | -3.8% | -2.5% | -1.3% | -0.9% |
| 3M | +6.4% | -3.3% | +9.7% | +10.6% |
| 6M | +28.8% | +1.5% | +27.2% | +26.2% |
| YTD | +8.8% | +11.4% | -2.5% | -4.7% |
| 1Y | +3.2% | +11.9% | -8.7% | -10.3% |
| 3Y | +44.8% | +73.9% | -29.1% | -26.2% |
| 5Y | +61.8% | +57.9% | +4.0% | -6.3% |
| All | +913.4% | +222.7% | +690.7% | +157.4% |
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