-55.0%
MSTY price history and return analytics
+19.6%
-74.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | -0.3% |
| 7D | -6.7% | -1.1% | -5.6% | -4.1% |
| 30D | +29.9% | -1.0% | +30.9% | +33.8% |
| 3M | +6.9% | +3.2% | +3.8% | +0.4% |
| 6M | -5.9% | +12.5% | -18.4% | -27.2% |
| YTD | -12.6% | +14.1% | -26.7% | -34.0% |
| 1Y | -55.0% | +18.9% | -73.9% | -70.2% |
| All | -55.0% | +19.6% | -74.6% | -70.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling