+4.6%
VCIT vs MSTU
-89.5%
+94.1%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | -0.1% |
| 7D | +0.1% | -4.3% | +4.4% | +0.1% |
| 30D | +1.9% | -34.6% | +36.5% | +2.0% |
| 3M | -1.4% | +39.0% | -40.5% | -1.7% |
| 6M | -2.1% | -70.5% | +68.4% | -2.0% |
| YTD | -1.6% | -68.6% | +67.0% | -1.6% |
| 1Y | -0.9% | -88.6% | +87.7% | -0.6% |
| All | +4.6% | -89.5% | +94.1% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling