+2,189.4%
MSI price history and return analytics
+346.0%
+1,843.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +4.7% | -2.3% | +7.0% | +6.6% |
| 30D | +14.8% | -5.0% | +19.7% | +19.6% |
| 3M | +8.8% | -4.9% | +13.7% | +13.2% |
| 6M | +19.3% | -1.5% | +20.8% | +19.7% |
| YTD | +35.3% | +8.5% | +26.8% | +23.5% |
| 1Y | +33.8% | +11.4% | +22.4% | +19.1% |
| 3Y | +74.4% | +70.1% | +4.4% | +3.1% |
| 5Y | +120.5% | +53.7% | +66.8% | +42.9% |
| 10Y | +685.2% | +220.0% | +465.2% | +153.5% |
| All | +2,189.4% | +346.0% | +1,843.4% | +405.2% |
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