-39.4%
MATW vs VT
+73.6%
-113.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.1% | -1.6% | +4.7% | +4.7% |
| 30D | +1.9% | -2.5% | +4.4% | +4.4% |
| 3M | -29.2% | -1.3% | -27.9% | -28.6% |
| 6M | -29.9% | +3.1% | -33.0% | -32.9% |
| YTD | -22.5% | +10.9% | -33.5% | -31.9% |
| 1Y | -12.7% | +12.1% | -24.8% | -24.4% |
| All | -39.4% | +73.6% | -113.0% | -71.2% |
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 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