+23.3%
VZ vs MSTU
-90.3%
+113.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.1% | +5.9% | +0.7% |
| 7D | +2.2% | -9.3% | +11.5% | +2.1% |
| 30D | +10.6% | -38.3% | +48.9% | +9.8% |
| 3M | -0.6% | +24.0% | -24.7% | +0.1% |
| 6M | +0.7% | -72.1% | +72.8% | +0.1% |
| YTD | +20.6% | -70.2% | +90.8% | +22.3% |
| All | +23.3% | -90.3% | +113.6% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling