-99.7%
MSOX price history and return analytics
+85.8%
-185.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.6% |
| 7D | -18.9% | -0.1% | -18.7% | -19.3% |
| 30D | -15.5% | -3.1% | -12.5% | -10.2% |
| 3M | -22.9% | -3.5% | -19.4% | -17.3% |
| 6M | -48.8% | +0.5% | -49.2% | -49.2% |
| YTD | -58.7% | +10.8% | -69.5% | -65.0% |
| 1Y | -72.4% | +11.9% | -84.3% | -77.6% |
| 3Y | -97.4% | +73.0% | -170.4% | -99.0% |
| All | -99.7% | +85.8% | -185.5% | -99.9% |
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 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