+596.9%
MSI price history and return analytics
+222.7%
+374.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.1% |
| 7D | -4.0% | -0.1% | -3.8% | -3.9% |
| 30D | -0.5% | -0.7% | +0.2% | 0.0% |
| 3M | +11.4% | +4.0% | +7.4% | +7.4% |
| 6M | +1.0% | +12.3% | -11.3% | -9.3% |
| YTD | +20.7% | +14.0% | +6.6% | +6.7% |
| 1Y | -2.7% | +20.3% | -23.0% | -18.1% |
| 3Y | +68.2% | +75.4% | -7.2% | -0.8% |
| 5Y | +100.0% | +66.0% | +34.0% | +23.8% |
| 10Y | +596.9% | +228.2% | +368.7% | +130.1% |
| All | +596.9% | +222.7% | +374.2% | +130.1% |
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