-94.0%
MSTU vs VSH
+109.0%
-203.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.9% | -5.8% | -6.4% |
| 7D | -22.0% | +3.1% | -25.1% | -23.0% |
| 30D | +60.3% | -5.7% | +66.0% | +63.6% |
| 3M | -3.7% | -42.5% | +38.8% | +17.9% |
| 6M | -45.2% | +82.7% | -127.9% | -74.9% |
| YTD | -64.3% | +118.2% | -182.5% | -87.2% |
| 1Y | -94.0% | +109.7% | -203.7% | -97.7% |
| All | -94.0% | +109.0% | -203.0% | -97.7% |
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