-64.8%
MTEK vs VT
+70.2%
-135.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.8% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -4.3% | +1.0% | -5.3% | -5.1% |
| 3M | -19.0% | +2.4% | -21.4% | -20.2% |
| 6M | -39.3% | +12.0% | -51.3% | -44.1% |
| YTD | -4.3% | +15.3% | -19.6% | -13.2% |
| 1Y | -65.7% | +22.6% | -88.3% | -69.9% |
| 3Y | +13.3% | +74.7% | -61.4% | -19.6% |
| All | -64.8% | +70.2% | -135.0% | -74.1% |
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