-56.2%
MSTZ price history and return analytics
+11.9%
-68.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.6% | +13.4% | +9.6% |
| 7D | +25.6% | +2.9% | +22.7% | +44.7% |
| 30D | +50.6% | -2.5% | +53.1% | +37.2% |
| 3M | -64.5% | -3.3% | -61.2% | -66.8% |
| 6M | -14.0% | +1.5% | -15.5% | +11.3% |
| YTD | -76.4% | +11.4% | -87.7% | -40.3% |
| 1Y | -56.2% | +11.9% | -68.1% | +13.6% |
| All | -56.2% | +11.9% | -68.1% | +13.6% |
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