+65.7%
VST vs MSTU
-85.2%
+150.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +3.8% |
| 7D | +8.9% | +21.3% | -12.4% | +6.4% |
| 30D | +6.2% | +90.8% | -84.6% | -1.4% |
| 3M | -2.7% | -6.8% | +4.0% | -5.1% |
| 6M | -8.4% | -39.8% | +31.5% | -8.5% |
| YTD | -7.2% | -55.7% | +48.5% | -7.9% |
| 1Y | -20.9% | -92.7% | +71.8% | -5.9% |
| All | +65.7% | -85.2% | +150.9% | +103.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling