+20.5%
VEA vs MSTU
-88.0%
+108.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.3% | -8.2% | +1.7% |
| 7D | +0.7% | -4.8% | +5.5% | +0.8% |
| 30D | -0.4% | -29.6% | +29.1% | +0.7% |
| 3M | -1.7% | +69.4% | -71.1% | -5.4% |
| 6M | +5.1% | -62.2% | +67.3% | +7.1% |
| YTD | +14.4% | -61.1% | +75.5% | +13.3% |
| 1Y | +20.5% | -87.2% | +107.7% | +22.2% |
| All | +20.5% | -88.0% | +108.5% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling