+781.2%
MTCH vs VT
+346.0%
+435.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | -5.7% | -2.3% | -3.4% | -3.9% |
| 30D | -4.5% | -5.0% | +0.5% | -0.5% |
| 3M | +7.1% | -4.9% | +12.0% | +11.5% |
| 6M | +3.8% | -1.5% | +5.3% | +4.8% |
| YTD | +23.6% | +8.5% | +15.1% | +15.3% |
| 1Y | +22.2% | +11.4% | +10.9% | +11.5% |
| 3Y | +43.6% | +70.1% | -26.5% | -6.8% |
| 5Y | -74.6% | +53.7% | -128.3% | -81.6% |
| 10Y | +176.9% | +220.0% | -43.0% | +28.0% |
| All | +781.2% | +346.0% | +435.1% | +274.0% |
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