+110.2%
MTB vs VO
+197.6%
-87.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.5% | +3.1% | -1.6% | -1.8% |
| 30D | +2.3% | +2.2% | +0.1% | -0.1% |
| 3M | -12.1% | -2.5% | -9.6% | -9.8% |
| 6M | +9.8% | +7.0% | +2.9% | +1.8% |
| YTD | +12.0% | +14.0% | -2.0% | -3.3% |
| 1Y | +22.0% | +15.6% | +6.4% | +3.7% |
| 3Y | +107.6% | +66.2% | +41.4% | +19.6% |
| 5Y | +61.9% | +36.6% | +25.2% | +15.2% |
| All | +110.2% | +197.6% | -87.4% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling