+51.0%
MSMR price history and return analytics
+57.8%
-6.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | 0.0% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | +0.6% | -2.6% | +3.2% | +1.6% |
| 3M | +0.8% | -3.2% | +4.0% | +2.0% |
| 6M | -3.1% | +0.9% | -4.0% | -3.5% |
| YTD | +2.5% | +11.3% | -8.8% | -1.3% |
| 1Y | +4.3% | +14.0% | -9.7% | -0.4% |
| 3Y | +57.9% | +75.8% | -17.9% | +34.0% |
| All | +51.0% | +57.8% | -6.8% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling