+840.4%
MTCH vs VT
+374.2%
+466.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +0.7% | +0.4% | +0.2% | +0.3% |
| 30D | +9.7% | +1.0% | +8.8% | +8.8% |
| 3M | +21.1% | +2.4% | +18.7% | +18.5% |
| 6M | +37.5% | +12.0% | +25.5% | +24.9% |
| YTD | +31.9% | +15.3% | +16.6% | +17.1% |
| 1Y | +14.6% | +22.6% | -8.0% | -3.3% |
| 3Y | -6.2% | +74.7% | -80.8% | -40.4% |
| 5Y | -70.6% | +66.1% | -136.7% | -79.9% |
| 10Y | +185.6% | +225.0% | -39.4% | +29.1% |
| All | +840.4% | +374.2% | +466.2% | +279.9% |
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