-66.0%
MTEK vs VT
+68.3%
-134.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +1.7% |
| 7D | -7.0% | -0.1% | -6.8% | -6.9% |
| 30D | -10.1% | -0.7% | -9.4% | -9.6% |
| 3M | -8.5% | +4.0% | -12.5% | -11.3% |
| 6M | -40.6% | +12.3% | -52.8% | -45.2% |
| YTD | -7.8% | +14.0% | -21.8% | -15.6% |
| 1Y | -64.6% | +20.3% | -84.9% | -68.5% |
| 3Y | +13.2% | +75.4% | -62.2% | -19.6% |
| All | -66.0% | +68.3% | -134.3% | -74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling