+68.5%
VG vs MSTU
-90.4%
+159.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -1.0% |
| 7D | +14.0% | -25.8% | +39.8% | +13.4% |
| 30D | -1.0% | -43.9% | +42.9% | -1.8% |
| 3M | -2.7% | +2.9% | -5.6% | -2.0% |
| 6M | +1.5% | -75.5% | +77.0% | +3.7% |
| YTD | +93.7% | -76.7% | +170.4% | +98.0% |
| 1Y | +68.5% | -88.9% | +157.5% | +83.1% |
| All | +68.5% | -90.4% | +159.0% | +83.1% |
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 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