+52.3%
MSSS price history and return analytics
+49.1%
+3.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +2.5% | -0.1% | +2.6% | +2.6% |
| 30D | +9.0% | -3.1% | +12.0% | +11.7% |
| 3M | +3.9% | -3.5% | +7.4% | +6.9% |
| 6M | +14.2% | +0.5% | +13.8% | +13.2% |
| YTD | +26.3% | +10.8% | +15.5% | +14.3% |
| 1Y | +27.2% | +11.9% | +15.3% | +13.9% |
| All | +52.3% | +49.1% | +3.1% | +3.6% |
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