+28.1%
MSTY price history and return analytics
+52.4%
-24.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.5% | -2.1% |
| 7D | -12.4% | +2.4% | -14.7% | -17.2% |
| 30D | -20.6% | -1.5% | -19.1% | -17.3% |
| 3M | +8.0% | -4.1% | +12.1% | +20.7% |
| 6M | -35.7% | +0.6% | -36.3% | -35.3% |
| YTD | -25.5% | +11.0% | -36.6% | -39.2% |
| 1Y | -41.3% | +13.3% | -54.7% | -54.3% |
| All | +28.1% | +52.4% | -24.3% | -53.1% |
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