-16.8%
MTC vs VT
+75.0%
-91.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | +15.0% | +0.4% | +14.6% | +14.5% |
| 30D | +38.4% | +1.0% | +37.4% | +36.4% |
| 3M | +9.3% | +2.4% | +6.9% | +5.6% |
| 6M | -4.6% | +12.0% | -16.6% | -18.9% |
| YTD | +27.5% | +15.3% | +12.1% | +4.8% |
| 1Y | +358.9% | +22.6% | +336.4% | +258.1% |
| All | -16.8% | +75.0% | -91.8% | -25.3% |
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