+71.6%
VGT vs MSTU
-88.1%
+159.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.8% | +5.8% | -0.5% |
| 7D | -1.0% | -22.0% | +21.0% | +0.8% |
| 30D | -0.4% | +60.3% | -60.8% | -5.2% |
| 3M | +6.6% | -3.7% | +10.3% | +4.3% |
| 6M | +31.0% | -45.2% | +76.2% | +31.7% |
| YTD | +27.2% | -64.3% | +91.6% | +28.7% |
| 1Y | +34.5% | -94.0% | +128.5% | +53.2% |
| All | +71.6% | -88.1% | +159.7% | +77.2% |
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