+13.5%
VT vs MSTU
-89.1%
+102.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.4% | -0.3% |
| 7D | -1.6% | -9.3% | +7.7% | -1.3% |
| 30D | -2.5% | -32.7% | +30.2% | -1.2% |
| 3M | -1.3% | +62.0% | -63.3% | -4.6% |
| 6M | +3.1% | -63.3% | +66.3% | +5.1% |
| YTD | +10.9% | -64.7% | +75.7% | +10.4% |
| All | +13.5% | -89.1% | +102.6% | +16.8% |
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 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