-90.2%
MSTX price history and return analytics
+45.4%
-135.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -2.4% |
| 7D | +12.6% | -0.1% | +12.8% | +15.3% |
| 30D | +67.6% | -0.7% | +68.2% | +79.0% |
| 3M | -0.8% | +4.0% | -4.8% | -14.2% |
| 6M | -42.4% | +12.3% | -54.7% | -65.1% |
| YTD | -62.4% | +14.0% | -76.5% | -77.2% |
| 1Y | -93.7% | +20.3% | -114.0% | -97.0% |
| All | -90.2% | +45.4% | -135.7% | -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 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