-92.7%
MSTU vs VIVK
-100.0%
+7.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -12.3% | +9.2% | -3.0% |
| 7D | +21.3% | -1.4% | +22.7% | +21.4% |
| 30D | +90.8% | -43.6% | +134.4% | +91.6% |
| 3M | -6.8% | -95.1% | +88.4% | -1.7% |
| 6M | -39.8% | -98.2% | +58.4% | -36.0% |
| YTD | -55.7% | -97.9% | +42.2% | -55.5% |
| 1Y | -92.7% | -100.0% | +7.3% | -92.5% |
| All | -92.7% | -100.0% | +7.3% | -92.5% |
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