-94.1%
MSTX price history and return analytics
+41.6%
-135.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -3.6% |
| 7D | -26.2% | +2.4% | -28.5% | -35.6% |
| 30D | -44.1% | -1.5% | -42.6% | -37.3% |
| 3M | +2.1% | -4.1% | +6.2% | +38.9% |
| 6M | -75.9% | +0.6% | -76.4% | -73.4% |
| YTD | -77.3% | +11.0% | -88.3% | -83.2% |
| 1Y | -89.1% | +13.3% | -102.4% | -92.8% |
| All | -94.1% | +41.6% | -135.7% | -98.3% |
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