+50.0%
VXUS vs MSTU
-85.2%
+135.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +0.6% |
| 7D | +1.0% | +21.3% | -20.3% | 0.0% |
| 30D | +2.2% | +90.8% | -88.6% | -1.0% |
| 3M | +3.0% | -6.8% | +9.7% | +1.8% |
| 6M | +10.7% | -39.8% | +50.5% | +10.4% |
| YTD | +17.8% | -55.7% | +73.5% | +17.4% |
| 1Y | +27.6% | -92.7% | +120.2% | +34.3% |
| All | +50.0% | -85.2% | +135.2% | +42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling