-99.9%
MTEN vs VT
+59.9%
-159.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -1.9% | +0.4% | -2.4% | -2.3% |
| 30D | +3.1% | +1.0% | +2.1% | +1.9% |
| 3M | -7.2% | +2.4% | -9.6% | -9.1% |
| 6M | -34.8% | +12.0% | -46.8% | -38.9% |
| YTD | -99.4% | +15.3% | -114.7% | -99.4% |
| 1Y | -100.0% | +22.6% | -122.5% | -100.0% |
| All | -99.9% | +59.9% | -159.7% | -99.9% |
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