+37.0%
MSM price history and return analytics
+73.6%
-36.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -4.3% |
| 3M | -2.2% | -3.5% | +1.3% | +1.1% |
| 6M | +16.1% | +0.5% | +15.6% | +15.4% |
| YTD | +46.9% | +10.8% | +36.1% | +32.4% |
| 1Y | +41.2% | +11.9% | +29.3% | +26.0% |
| All | +37.0% | +73.6% | -36.6% | -23.9% |
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