+33.6%
VUG vs MSTU
-89.5%
+123.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.0% |
| 7D | -3.4% | -4.3% | +0.9% | -3.2% |
| 30D | -11.1% | -34.6% | +23.5% | -9.1% |
| 3M | -7.2% | +39.0% | -46.3% | -11.0% |
| 6M | -4.1% | -70.5% | +66.4% | -0.3% |
| YTD | +1.4% | -68.6% | +70.0% | +2.0% |
| 1Y | +1.9% | -88.6% | +90.5% | +8.8% |
| All | +33.6% | -89.5% | +123.1% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling