+59.7%
VGT vs MSTU
-92.2%
+151.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.0% | +3.3% | -1.3% |
| 7D | +2.5% | -25.8% | +28.3% | +4.8% |
| 30D | -9.5% | -43.9% | +34.4% | -5.9% |
| 3M | -9.5% | +2.9% | -12.4% | -11.9% |
| 6M | -1.8% | -75.5% | +73.7% | +4.8% |
| YTD | +18.4% | -76.7% | +95.1% | +22.2% |
| 1Y | +18.7% | -88.9% | +107.7% | +28.7% |
| All | +59.7% | -92.2% | +151.9% | +68.3% |
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