-8.5%
MATW vs VT
+15.2%
-23.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.5% |
| 7D | +6.8% | -0.3% | +7.1% | +7.0% |
| 30D | +5.1% | -1.4% | +6.6% | +5.8% |
| 3M | -27.2% | -1.4% | -25.8% | -26.7% |
| 6M | -24.3% | +5.5% | -29.8% | -27.2% |
| YTD | -19.9% | +12.8% | -32.7% | -25.1% |
| 1Y | -8.5% | +15.4% | -23.9% | -13.2% |
| All | -8.5% | +15.2% | -23.7% | -13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling