-99.7%
MSOX price history and return analytics
+86.8%
-186.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -0.6% | -11.0% | -10.3% |
| 7D | -14.3% | +2.9% | -17.2% | -19.4% |
| 30D | -14.7% | -2.5% | -12.2% | -10.2% |
| 3M | -34.9% | -3.3% | -31.6% | -30.2% |
| 6M | -50.3% | +1.5% | -51.8% | -51.7% |
| YTD | -62.5% | +11.4% | -73.9% | -68.5% |
| 1Y | -70.6% | +11.9% | -82.5% | -76.1% |
| 3Y | -97.6% | +73.9% | -171.5% | -99.1% |
| All | -99.7% | +86.8% | -186.5% | -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