-86.8%
MSTU price history and return analytics
+42.5%
-129.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.5% | -8.1% | -6.0% |
| 7D | +16.1% | +1.0% | +15.1% | +11.8% |
| 30D | +68.7% | -0.2% | +68.9% | +75.9% |
| 3M | -11.0% | +4.5% | -15.5% | -25.1% |
| 6M | -33.4% | +14.1% | -47.4% | -62.7% |
| YTD | -59.5% | +14.8% | -74.3% | -76.2% |
| 1Y | -93.4% | +21.2% | -114.6% | -96.9% |
| All | -86.8% | +42.5% | -129.3% | -96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling