+22.6%
VT vs MSTU
-92.8%
+115.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.1% | +0.1% |
| 7D | +0.4% | +21.3% | -20.9% | -0.6% |
| 30D | +1.0% | +90.8% | -89.8% | -2.5% |
| 3M | +2.4% | -6.8% | +9.1% | +1.3% |
| 6M | +12.0% | -39.8% | +51.8% | +11.8% |
| YTD | +15.3% | -55.7% | +71.0% | +14.8% |
| 1Y | +22.6% | -92.7% | +115.2% | +32.6% |
| All | +22.6% | -92.8% | +115.3% | +32.6% |
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 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