-90.9%
MSTX price history and return analytics
+44.2%
-135.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -1.8% |
| 7D | -21.8% | -2.0% | -19.8% | -12.6% |
| 30D | +61.1% | -1.4% | +62.5% | +79.4% |
| 3M | -3.8% | +4.7% | -8.6% | -19.5% |
| 6M | -45.6% | +11.4% | -56.9% | -65.5% |
| YTD | -64.8% | +13.1% | -77.9% | -77.6% |
| 1Y | -94.1% | +19.0% | -113.1% | -97.0% |
| All | -90.9% | +44.2% | -135.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling