+131.9%
MSM price history and return analytics
+224.4%
-92.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.4% |
| 7D | +4.9% | -0.7% | +5.6% | +5.6% |
| 30D | -5.4% | -1.7% | -3.6% | -3.8% |
| 3M | +1.4% | -2.3% | +3.7% | +3.5% |
| 6M | +14.3% | +1.5% | +12.8% | +12.8% |
| YTD | +48.8% | +12.0% | +36.8% | +35.0% |
| 1Y | +41.6% | +12.9% | +28.7% | +27.6% |
| 3Y | +38.6% | +74.9% | -36.3% | -12.7% |
| 5Y | +72.7% | +59.9% | +12.8% | +16.1% |
| 10Y | +131.9% | +224.6% | -92.7% | -17.0% |
| All | +131.9% | +224.4% | -92.4% | -17.0% |
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