-1.1%
MATV vs VT
+76.6%
-77.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.6% | +5.2% |
| 7D | +6.5% | -0.3% | +6.8% | +7.2% |
| 30D | -0.1% | -1.4% | +1.4% | +2.5% |
| 3M | +32.6% | -1.4% | +34.0% | +35.7% |
| 6M | +40.0% | +5.5% | +34.5% | +24.8% |
| YTD | +2.6% | +12.8% | -10.2% | -20.7% |
| 1Y | +22.3% | +15.4% | +6.8% | -10.3% |
| All | -1.1% | +76.6% | -77.7% | -79.6% |
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 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