-99.9%
MTEN vs VT
+54.3%
-154.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.1% | +2.6% | +15.5% | +15.4% |
| 7D | -21.6% | +0.4% | -22.0% | -21.3% |
| 30D | -60.6% | -2.6% | -58.0% | -59.5% |
| 3M | -55.5% | -3.2% | -52.3% | -54.0% |
| 6M | -63.0% | +0.9% | -64.0% | -62.8% |
| YTD | -99.8% | +11.3% | -111.1% | -99.8% |
| 1Y | -99.9% | +14.0% | -113.9% | -99.9% |
| All | -99.9% | +54.3% | -154.2% | -100.0% |
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