-92.7%
MSTU price history and return analytics
+23.3%
-116.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | +21.3% | +0.4% | +20.9% | +20.2% |
| 30D | +90.8% | +1.0% | +89.8% | +86.7% |
| 3M | -6.8% | +2.4% | -9.1% | -12.0% |
| 6M | -39.8% | +12.0% | -51.8% | -61.9% |
| YTD | -55.7% | +15.3% | -71.0% | -74.6% |
| 1Y | -92.7% | +22.6% | -115.2% | -96.8% |
| All | -92.7% | +23.3% | -116.0% | -96.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling