-100.0%
MTEN vs VT
+50.4%
-150.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.2% | -8.0% | -8.0% |
| 7D | -61.1% | -2.3% | -58.8% | -60.0% |
| 30D | -69.8% | -5.0% | -64.9% | -68.3% |
| 3M | -66.8% | -4.9% | -61.9% | -65.2% |
| 6M | -68.7% | -1.5% | -67.1% | -67.8% |
| YTD | -99.8% | +8.5% | -108.3% | -99.8% |
| 1Y | -99.9% | +11.4% | -111.3% | -99.9% |
| All | -100.0% | +50.4% | -150.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling