+16.1%
MATE vs VT
+9.3%
+6.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -4.1% | -2.5% | -1.7% |
| 7D | -10.0% | -4.2% | -5.8% | -5.2% |
| 30D | -14.2% | -5.8% | -8.4% | -7.9% |
| 3M | -6.8% | -5.2% | -1.6% | -0.6% |
| 6M | -1.8% | +0.1% | -2.0% | -1.7% |
| YTD | +11.3% | +8.2% | +3.1% | -0.1% |
| All | +16.1% | +9.3% | +6.8% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling