-96.5%
MST price history and return analytics
+34.2%
-130.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.5% | -4.5% |
| 7D | -25.1% | +2.4% | -27.4% | -33.5% |
| 30D | -41.9% | -1.5% | -40.4% | -35.7% |
| 3M | -5.5% | -4.1% | -1.4% | +22.7% |
| 6M | -72.7% | +0.6% | -73.3% | -70.3% |
| YTD | -71.9% | +11.0% | -83.0% | -78.0% |
| 1Y | -84.6% | +13.3% | -98.0% | -88.9% |
| All | -96.5% | +34.2% | -130.8% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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