+45.9%
MSTY vs VT
+48.5%
-2.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -4.0% | +1.5% |
| 7D | -8.6% | -4.2% | -4.4% | +1.4% |
| 30D | -19.4% | -5.8% | -13.6% | -6.5% |
| 3M | +22.1% | -5.2% | +27.3% | +40.7% |
| 6M | -29.8% | +0.1% | -29.9% | -28.5% |
| YTD | -15.2% | +8.2% | -23.4% | -26.3% |
| 1Y | -44.4% | +10.1% | -54.6% | -53.6% |
| All | +45.9% | +48.5% | -2.7% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling