+4.9%
MSFT price history and return analytics
+11.9%
-7.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -1.3% | +2.4% | -3.6% | -3.0% |
| 30D | -1.8% | -1.5% | -0.3% | -0.7% |
| 3M | +5.6% | -4.1% | +9.8% | +8.8% |
| 6M | +29.8% | +0.6% | +29.3% | +29.3% |
| YTD | +9.0% | +11.0% | -2.0% | +2.0% |
| 1Y | +4.9% | +13.3% | -8.4% | -2.9% |
| All | +4.9% | +11.9% | -7.0% | -2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling