+47.8%
VTR vs MSTU
-86.5%
+134.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.6% | +8.2% | -0.4% |
| 7D | -2.4% | +16.1% | -18.5% | -2.4% |
| 30D | -3.7% | +68.7% | -72.4% | -3.7% |
| 3M | +13.5% | -11.0% | +24.5% | +13.6% |
| 6M | +7.2% | -33.4% | +40.6% | +7.3% |
| YTD | +17.6% | -59.5% | +77.1% | +17.5% |
| 1Y | +35.4% | -93.4% | +128.7% | +36.1% |
| All | +47.8% | -86.5% | +134.3% | +50.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling