+134.4%
MSM price history and return analytics
+223.7%
-89.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +3.1% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -7.9% | -2.6% | -5.3% | -5.7% |
| 3M | -3.0% | -3.2% | +0.3% | -0.2% |
| 6M | +15.2% | +0.9% | +14.3% | +14.2% |
| YTD | +45.7% | +11.3% | +34.4% | +32.9% |
| 1Y | +40.6% | +14.0% | +26.6% | +25.7% |
| 3Y | +37.0% | +75.8% | -38.8% | -14.1% |
| 5Y | +67.6% | +57.8% | +9.7% | +13.9% |
| 10Y | +134.4% | +219.8% | -85.4% | -13.4% |
| All | +134.4% | +223.7% | -89.3% | -13.4% |
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