-91.2%
MTEK vs VT
+65.4%
-156.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +2.6% |
| 7D | +6.7% | -0.7% | +7.4% | +7.1% |
| 30D | -50.6% | -1.7% | -48.9% | -50.1% |
| 3M | -76.9% | -2.3% | -74.6% | -76.5% |
| 6M | -76.1% | +1.5% | -77.6% | -76.3% |
| YTD | -76.1% | +12.0% | -88.1% | -77.8% |
| 1Y | -80.0% | +12.9% | -92.9% | -81.6% |
| 3Y | -72.3% | +74.9% | -147.3% | -80.3% |
| All | -91.2% | +65.4% | -156.6% | -93.4% |
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