-46.6%
VG vs MSTU
-98.0%
+51.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +5.4% |
| 7D | +5.5% | -27.7% | +33.2% | +7.6% |
| 30D | -3.6% | -40.3% | +36.7% | -1.0% |
| 3M | -4.0% | +26.4% | -30.4% | -9.1% |
| 6M | +9.4% | -75.7% | +85.1% | +19.2% |
| YTD | +86.6% | -71.9% | +158.5% | +86.7% |
| 1Y | +69.5% | -89.3% | +158.8% | +98.0% |
| All | -46.6% | -98.0% | +51.5% | -21.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling