+358.9%
MTC vs VT
+23.3%
+335.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | +15.0% | +0.4% | +14.6% | +13.8% |
| 30D | +38.4% | +1.0% | +37.4% | +34.2% |
| 3M | +9.3% | +2.4% | +6.9% | +1.0% |
| 6M | -4.6% | +12.0% | -16.6% | -33.1% |
| YTD | +27.5% | +15.3% | +12.1% | -30.7% |
| 1Y | +358.9% | +22.6% | +336.4% | +119.4% |
| All | +358.9% | +23.3% | +335.6% | +119.4% |
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