-87.2%
MSTU vs VIVK
-100.0%
+12.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -27.5% | +37.8% | +10.6% |
| 7D | -4.8% | -68.7% | +63.8% | -3.6% |
| 30D | -29.6% | -90.0% | +60.5% | -28.0% |
| 3M | +69.4% | -98.1% | +167.4% | +75.5% |
| 6M | -62.2% | -99.9% | +37.7% | -56.5% |
| YTD | -61.1% | -99.9% | +38.9% | -60.5% |
| 1Y | -87.2% | -100.0% | +12.8% | -82.8% |
| All | -87.2% | -100.0% | +12.8% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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