-93.6%
MVST price history and return analytics
+142.2%
-235.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.2% | +9.3% | +9.3% |
| 7D | +10.5% | -2.3% | +12.8% | +14.0% |
| 30D | +2.1% | -5.0% | +7.0% | +8.7% |
| 3M | -19.6% | -4.9% | -14.7% | -14.1% |
| 6M | -67.9% | -1.5% | -66.4% | -66.4% |
| YTD | -77.5% | +8.5% | -86.0% | -78.4% |
| 1Y | -87.0% | +11.4% | -98.4% | -87.7% |
| 3Y | -54.4% | +70.1% | -124.5% | -69.3% |
| 5Y | -93.3% | +53.7% | -147.1% | -95.4% |
| All | -93.6% | +142.2% | -235.7% | -95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling