+47.2%
MSMR price history and return analytics
+62.7%
-15.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +0.5% | +1.0% | -0.5% | +0.2% |
| 30D | -1.7% | -0.2% | -1.5% | -1.7% |
| 3M | -5.6% | +4.5% | -10.1% | -7.1% |
| 6M | -2.1% | +14.1% | -16.1% | -6.6% |
| YTD | -0.1% | +14.8% | -14.8% | -4.9% |
| 1Y | +7.7% | +21.2% | -13.5% | +0.8% |
| 3Y | +47.0% | +76.6% | -29.6% | +24.1% |
| All | +47.2% | +62.7% | -15.5% | +30.0% |
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 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