-97.7%
MVST price history and return analytics
+147.3%
-245.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -64.4% | -0.5% | -63.9% | -63.9% |
| 7D | -63.6% | -0.1% | -63.4% | -63.0% |
| 30D | -62.0% | -3.1% | -58.9% | -60.1% |
| 3M | -74.9% | -3.5% | -71.4% | -73.4% |
| 6M | -89.7% | +0.5% | -90.1% | -89.3% |
| YTD | -92.1% | +10.8% | -102.9% | -92.5% |
| 1Y | -95.6% | +11.9% | -107.5% | -95.8% |
| 3Y | -84.2% | +73.0% | -157.1% | -89.5% |
| 5Y | -97.6% | +58.6% | -156.3% | -98.4% |
| All | -97.7% | +147.3% | -245.0% | -98.5% |
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