-90.5%
MSTX price history and return analytics
+45.5%
-136.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | -1.3% |
| 7D | -16.6% | -1.1% | -15.5% | -11.0% |
| 30D | +71.1% | -1.0% | +72.0% | +86.2% |
| 3M | -8.0% | +3.2% | -11.2% | -16.8% |
| 6M | -43.5% | +12.5% | -56.0% | -66.0% |
| YTD | -63.6% | +14.1% | -77.7% | -77.9% |
| 1Y | -93.8% | +18.9% | -112.7% | -96.8% |
| All | -90.5% | +45.5% | -136.0% | -97.7% |
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