+38.8%
VST vs MSTU
-89.5%
+128.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.4% | +12.0% | +10.7% |
| 7D | -9.8% | -4.3% | -5.5% | -9.7% |
| 30D | -25.1% | -34.6% | +9.4% | -22.9% |
| 3M | -11.6% | +39.0% | -50.6% | -17.1% |
| 6M | -20.9% | -70.5% | +49.6% | -15.9% |
| YTD | -22.3% | -68.6% | +46.3% | -21.9% |
| 1Y | -32.0% | -88.6% | +56.6% | -24.0% |
| All | +38.8% | -89.5% | +128.3% | +72.6% |
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