-8.0%
MSLE price history and return analytics
+221.8%
-229.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.4% |
| 7D | -7.9% | +2.4% | -10.2% | -12.0% |
| 30D | -0.1% | -1.5% | +1.4% | +2.7% |
| 3M | -32.5% | -4.1% | -28.4% | -27.1% |
| 6M | -9.0% | +0.6% | -9.6% | -10.1% |
| YTD | +12.7% | +11.0% | +1.6% | -8.4% |
| 1Y | +10.4% | +13.3% | -2.9% | -14.3% |
| 3Y | +140.0% | +73.4% | +66.6% | -36.0% |
| 5Y | -51.0% | +57.4% | -108.4% | -134.5% |
| All | -8.0% | +221.8% | -229.7% | -131.3% |
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