+2,249.3%
MSI price history and return analytics
+357.6%
+1,891.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.3% |
| 7D | +8.3% | +0.4% | +8.0% | +7.7% |
| 30D | +18.9% | -2.6% | +21.5% | +21.2% |
| 3M | +13.2% | -3.2% | +16.5% | +16.0% |
| 6M | +38.3% | +0.9% | +37.3% | +35.8% |
| YTD | +38.9% | +11.3% | +27.6% | +23.9% |
| 1Y | +36.7% | +14.0% | +22.7% | +19.2% |
| 3Y | +76.6% | +75.8% | +0.7% | +1.2% |
| 5Y | +124.5% | +57.8% | +66.6% | +42.1% |
| 10Y | +674.5% | +219.8% | +454.7% | +150.4% |
| All | +2,249.3% | +357.6% | +1,891.7% | +406.7% |
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