-3.5%
MSLE price history and return analytics
+217.6%
-221.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.5% | -6.7% | -6.3% |
| 7D | +9.1% | -0.1% | +9.2% | +9.2% |
| 30D | -7.2% | -3.1% | -4.2% | -1.4% |
| 3M | -30.6% | -3.5% | -27.1% | -25.9% |
| 6M | -9.6% | +0.5% | -10.1% | -10.5% |
| YTD | +18.2% | +10.8% | +7.4% | -3.4% |
| 1Y | +14.9% | +11.9% | +3.0% | -8.4% |
| 3Y | +163.3% | +73.0% | +90.3% | -29.5% |
| 5Y | -48.6% | +58.6% | -107.2% | -136.0% |
| 10Y | -3.5% | +219.2% | -222.7% | -128.0% |
| All | -3.5% | +217.6% | -221.1% | -128.0% |
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 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