+200.2%
VLO vs MSTU
-87.2%
+287.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +1.7% |
| 7D | +6.2% | +12.9% | -6.7% | +5.8% |
| 30D | +23.5% | +68.3% | -44.9% | +21.2% |
| 3M | +53.9% | +0.4% | +53.5% | +52.4% |
| 6M | +81.7% | -41.5% | +123.2% | +80.8% |
| YTD | +142.5% | -61.7% | +204.2% | +142.1% |
| 1Y | +145.4% | -93.7% | +239.1% | +159.9% |
| All | +200.2% | -87.2% | +287.4% | +200.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling