-93.7%
MST price history and return analytics
+39.4%
-133.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.1% |
| 7D | +19.7% | +0.4% | +19.3% | +18.6% |
| 30D | +71.5% | +1.0% | +70.5% | +67.8% |
| 3M | -6.9% | +2.4% | -9.3% | -11.9% |
| 6M | -37.2% | +12.0% | -49.2% | -57.8% |
| YTD | -48.9% | +15.3% | -64.2% | -68.0% |
| 1Y | -89.4% | +22.6% | -112.0% | -94.3% |
| All | -93.7% | +39.4% | -133.1% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling