-71.9%
MTEK vs VT
+74.1%
-146.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.2% | +2.3% |
| 7D | -14.8% | +0.4% | -15.2% | -15.9% |
| 30D | -51.6% | -2.6% | -49.0% | -50.5% |
| 3M | -76.1% | -3.2% | -72.8% | -75.3% |
| 6M | -76.0% | +0.9% | -76.9% | -76.2% |
| YTD | -75.8% | +11.3% | -87.1% | -77.8% |
| 1Y | -78.9% | +14.0% | -92.9% | -80.9% |
| 3Y | -71.9% | +75.8% | -147.7% | -81.3% |
| All | -71.9% | +74.1% | -146.0% | -81.3% |
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