+19.4%
IVV vs MSTU
-93.3%
+112.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.6% | +8.0% | -0.3% |
| 7D | +0.5% | +16.1% | -15.6% | -0.3% |
| 30D | -1.0% | +68.7% | -69.6% | -3.8% |
| 3M | +3.9% | -11.0% | +14.8% | +3.0% |
| 6M | +14.5% | -33.4% | +47.9% | +13.8% |
| YTD | +12.9% | -59.5% | +72.4% | +12.8% |
| 1Y | +19.4% | -93.4% | +112.7% | +29.6% |
| All | +19.4% | -93.3% | +112.7% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling