-50.7%
MSLE price history and return analytics
+53.2%
-103.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +12.6% |
| 7D | -6.8% | -4.2% | -2.7% | +7.0% |
| 30D | -15.8% | -5.8% | -10.0% | +3.0% |
| 3M | -36.6% | -5.2% | -31.3% | -24.9% |
| 6M | -20.6% | +0.1% | -20.8% | -24.0% |
| YTD | +8.0% | +8.2% | -0.2% | -24.7% |
| 1Y | +8.0% | +10.1% | -2.1% | -30.9% |
| 3Y | +111.7% | +69.7% | +42.0% | -93.2% |
| 5Y | -50.7% | +53.4% | -104.1% | -192.1% |
| All | -50.7% | +53.2% | -103.9% | -192.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling