-100.0%
MTEN vs VT
+55.3%
-155.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -5.1% |
| 7D | -13.4% | -0.7% | -12.7% | -12.4% |
| 30D | -62.8% | -1.7% | -61.0% | -62.0% |
| 3M | -73.6% | -2.3% | -71.3% | -73.0% |
| 6M | -64.6% | +1.5% | -66.1% | -64.7% |
| YTD | -99.8% | +12.0% | -111.8% | -99.8% |
| 1Y | -99.9% | +12.9% | -112.8% | -99.9% |
| All | -100.0% | +55.3% | -155.3% | -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 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