+2,563.6%
MSFT price history and return analytics
+346.0%
+2,217.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | +1.7% | -2.3% | +4.0% | +4.0% |
| 30D | +0.2% | -5.0% | +5.1% | +5.2% |
| 3M | +6.4% | -4.9% | +11.2% | +11.6% |
| 6M | +28.7% | -1.5% | +30.2% | +30.5% |
| YTD | +10.4% | +8.5% | +1.9% | +1.8% |
| 1Y | +7.6% | +11.4% | -3.8% | -3.2% |
| 3Y | +52.3% | +70.1% | -17.8% | -8.3% |
| 5Y | +64.5% | +53.7% | +10.8% | +10.5% |
| 10Y | +917.8% | +220.0% | +697.9% | +272.2% |
| All | +2,563.6% | +346.0% | +2,217.6% | +593.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling