+39.6%
VT vs MSTU
-90.6%
+130.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +1.1% |
| 7D | -0.7% | -27.7% | +27.0% | +0.7% |
| 30D | -1.7% | -40.3% | +38.5% | +0.1% |
| 3M | -2.3% | +26.4% | -28.7% | -4.8% |
| 6M | +1.5% | -75.7% | +77.2% | +5.3% |
| YTD | +12.0% | -71.9% | +83.9% | +12.9% |
| 1Y | +12.9% | -89.3% | +102.1% | +18.2% |
| All | +39.6% | -90.6% | +130.2% | +38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling