-97.2%
MVST price history and return analytics
+59.8%
-157.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | +1.1% | +18.9% | +17.8% |
| 7D | -60.3% | -0.7% | -59.6% | -58.8% |
| 30D | -52.0% | -1.7% | -50.3% | -48.8% |
| 3M | -69.4% | -2.3% | -67.1% | -66.9% |
| 6M | -86.9% | +1.5% | -88.5% | -86.5% |
| YTD | -90.6% | +12.0% | -102.6% | -91.8% |
| 1Y | -94.1% | +12.9% | -107.0% | -94.9% |
| 3Y | -81.0% | +74.9% | -156.0% | -92.7% |
| 5Y | -97.2% | +59.9% | -157.1% | -98.7% |
| All | -97.2% | +59.8% | -157.0% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling