+35.7%
VTV vs MSTU
-87.7%
+123.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.6% | -2.9% | +0.6% |
| 7D | -1.1% | -16.6% | +15.5% | -0.7% |
| 30D | -1.0% | +69.7% | -70.7% | -2.8% |
| 3M | +4.6% | -7.5% | +12.1% | +4.0% |
| 6M | +13.5% | -43.1% | +56.6% | +13.5% |
| YTD | +18.5% | -63.0% | +81.5% | +18.7% |
| 1Y | +22.9% | -93.8% | +116.7% | +28.9% |
| All | +35.7% | -87.7% | +123.3% | +33.9% |
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