+140.4%
MSLE price history and return analytics
+75.0%
+65.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.6% | +0.4% | +3.1% | +3.4% |
| 30D | -10.4% | +1.0% | -11.4% | -10.8% |
| 3M | +49.3% | +2.4% | +46.9% | +47.8% |
| 6M | -26.9% | +12.0% | -38.9% | -29.6% |
| YTD | +52.6% | +15.3% | +37.2% | +46.8% |
| 1Y | +62.1% | +22.6% | +39.6% | +55.5% |
| All | +140.4% | +75.0% | +65.4% | +149.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling