-95.3%
MSTP price history and return analytics
+30.7%
-125.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.5% | -8.1% | -6.0% |
| 7D | +15.5% | +1.0% | +14.5% | +11.1% |
| 30D | +68.5% | -0.2% | +68.8% | +75.7% |
| 3M | -9.5% | +4.5% | -14.0% | -23.6% |
| 6M | -31.2% | +14.1% | -45.2% | -60.8% |
| YTD | -57.0% | +14.8% | -71.8% | -73.9% |
| 1Y | -92.5% | +21.2% | -113.7% | -96.2% |
| All | -95.3% | +30.7% | -125.9% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling