-99.1%
MTC vs VT
+171.5%
-270.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.7% | -6.5% | -7.0% |
| 7D | +1.5% | -0.3% | +1.8% | +1.8% |
| 30D | +7.6% | -1.4% | +9.1% | +9.5% |
| 3M | +61.3% | -1.4% | +62.7% | +63.3% |
| 6M | -27.6% | +5.5% | -33.1% | -32.6% |
| YTD | +57.0% | +12.8% | +44.2% | +34.2% |
| 1Y | +1,666.4% | +15.4% | +1,651.0% | +1,374.2% |
| 3Y | -41.6% | +76.9% | -118.5% | -70.8% |
| 5Y | -95.9% | +60.4% | -156.3% | -97.6% |
| All | -99.1% | +171.5% | -270.7% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling