-87.2%
MSTU vs VSH
+62.1%
-149.2%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -5.1% | +15.4% | +12.2% |
| 7D | -4.8% | -13.6% | +8.8% | +0.6% |
| 30D | -29.6% | -30.4% | +0.8% | -20.2% |
| 3M | +69.4% | -33.3% | +102.7% | +92.3% |
| 6M | -62.2% | -15.1% | -47.2% | -67.2% |
| YTD | -61.1% | +80.2% | -141.3% | -80.8% |
| 1Y | -87.2% | +63.4% | -150.5% | -93.0% |
| All | -87.2% | +62.1% | -149.2% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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