+127.6%
MSM price history and return analytics
+217.6%
-90.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | -0.1% | -0.1% | +0.1% | 0.0% |
| 30D | -7.2% | -3.1% | -4.1% | -4.6% |
| 3M | -2.2% | -3.5% | +1.3% | +0.8% |
| 6M | +16.1% | +0.5% | +15.6% | +15.6% |
| YTD | +46.9% | +10.8% | +36.1% | +34.5% |
| 1Y | +41.2% | +11.9% | +29.3% | +28.2% |
| 3Y | +36.8% | +73.0% | -36.1% | -13.1% |
| 5Y | +70.0% | +58.6% | +11.4% | +15.1% |
| 10Y | +127.6% | +219.2% | -91.6% | -17.7% |
| All | +127.6% | +217.6% | -90.0% | -17.7% |
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