+4.6%
VCIT vs MSTU
-90.1%
+94.7%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.1% | +5.1% | +0.1% |
| 7D | +0.7% | -9.3% | +10.0% | +0.8% |
| 30D | +1.8% | -38.3% | +40.1% | +1.9% |
| 3M | -1.6% | +24.0% | -25.6% | -1.8% |
| 6M | -2.1% | -72.1% | +70.0% | -1.9% |
| YTD | -1.6% | -70.2% | +68.6% | -1.5% |
| 1Y | -0.8% | -89.6% | +88.8% | -0.5% |
| All | +4.6% | -90.1% | +94.7% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 3y: compounded portfolio wealth divided by compounded MSTU 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…
3y analysis · Full analysis span regression · 6 months rolling