-87.5%
MSTU price history and return analytics
+41.5%
-129.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -2.1% |
| 7D | +12.9% | -0.1% | +13.0% | +15.6% |
| 30D | +68.3% | -0.7% | +69.0% | +79.8% |
| 3M | +0.4% | +4.0% | -3.6% | -13.1% |
| 6M | -41.5% | +12.3% | -53.8% | -64.5% |
| YTD | -61.7% | +14.0% | -75.7% | -76.7% |
| 1Y | -93.7% | +20.3% | -114.0% | -96.9% |
| All | -87.5% | +41.5% | -129.1% | -96.7% |
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