+37.6%
VXUS vs MSTU
-89.5%
+127.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.6% | +0.2% |
| 7D | -1.8% | -4.3% | +2.5% | -1.6% |
| 30D | -4.6% | -34.6% | +30.0% | -3.3% |
| 3M | -6.1% | +39.0% | -45.1% | -8.5% |
| 6M | -4.9% | -70.5% | +65.6% | -2.7% |
| YTD | +8.1% | -68.6% | +76.7% | +8.3% |
| 1Y | +12.1% | -88.6% | +100.7% | +16.0% |
| All | +37.6% | -89.5% | +127.1% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling