+386.1%
MSM price history and return analytics
+346.0%
+40.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.9% |
| 7D | -6.4% | -2.3% | -4.1% | -4.7% |
| 30D | -13.1% | -5.0% | -8.2% | -9.4% |
| 3M | -8.6% | -4.9% | -3.7% | -4.8% |
| 6M | +8.7% | -1.5% | +10.2% | +9.9% |
| YTD | +38.4% | +8.5% | +29.9% | +29.3% |
| 1Y | +37.3% | +11.4% | +26.0% | +25.6% |
| 3Y | +30.6% | +70.1% | -39.5% | -14.6% |
| 5Y | +61.1% | +53.7% | +7.4% | +13.3% |
| 10Y | +143.7% | +220.0% | -76.2% | -4.9% |
| All | +386.1% | +346.0% | +40.1% | +49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling