-99.1%
MSTZ price history and return analytics
+40.3%
-139.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.4% | +2.2% |
| 7D | +24.8% | -2.0% | +26.8% | +12.9% |
| 30D | -59.2% | -1.4% | -57.8% | -60.3% |
| 3M | -56.9% | +4.7% | -61.6% | -39.4% |
| 6M | -57.6% | +11.4% | -68.9% | -11.3% |
| YTD | -73.6% | +13.1% | -86.6% | -30.7% |
| 1Y | -15.6% | +19.0% | -34.6% | +202.0% |
| All | -99.1% | +40.3% | -139.4% | -86.0% |
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