+11.9%
VT vs MSTU
-91.0%
+102.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.3% | +6.8% | -0.2% |
| 7D | -0.1% | -21.7% | +21.6% | +0.9% |
| 30D | -3.1% | -42.8% | +39.7% | -1.1% |
| 3M | -3.5% | +21.4% | -24.9% | -5.6% |
| 6M | +0.5% | -74.1% | +74.6% | +4.0% |
| YTD | +10.8% | -72.4% | +83.2% | +11.3% |
| 1Y | +11.9% | -90.1% | +102.0% | +15.0% |
| All | +11.9% | -91.0% | +102.9% | +15.0% |
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