+2,408.4%
MSFT price history and return analytics
+374.2%
+2,034.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -2.7% | +0.4% | -3.1% | -3.1% |
| 30D | +2.7% | +1.0% | +1.7% | +1.8% |
| 3M | +17.0% | +2.4% | +14.6% | +14.3% |
| 6M | +23.8% | +12.0% | +11.8% | +10.8% |
| YTD | +4.0% | +15.3% | -11.4% | -9.6% |
| 1Y | -0.8% | +22.6% | -23.4% | -18.6% |
| 3Y | +55.6% | +74.7% | -19.1% | -8.8% |
| 5Y | +72.9% | +66.1% | +6.8% | +7.9% |
| 10Y | +875.8% | +225.0% | +650.8% | +249.2% |
| All | +2,408.4% | +374.2% | +2,034.3% | +516.0% |
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