+38.4%
VT vs MSTU
-92.2%
+130.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.1% |
| 7D | +2.4% | -25.8% | +28.2% | +3.7% |
| 30D | -1.5% | -43.9% | +42.4% | +0.7% |
| 3M | -4.1% | +2.9% | -7.0% | -5.7% |
| 6M | +0.6% | -75.5% | +76.1% | +4.2% |
| YTD | +11.0% | -76.7% | +87.8% | +12.8% |
| 1Y | +13.3% | -88.9% | +102.3% | +18.6% |
| All | +38.4% | -92.2% | +130.6% | +38.8% |
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 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