+145.4%
VLO vs MSTU
-93.7%
+239.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +1.6% |
| 7D | +6.2% | +12.9% | -6.7% | +6.1% |
| 30D | +23.5% | +68.3% | -44.9% | +22.7% |
| 3M | +53.9% | +0.4% | +53.5% | +53.2% |
| 6M | +81.7% | -41.5% | +123.2% | +80.5% |
| YTD | +142.5% | -61.7% | +204.2% | +141.8% |
| 1Y | +145.4% | -93.7% | +239.1% | +144.9% |
| All | +145.4% | -93.7% | +239.2% | +144.9% |
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