+31.1%
MTH vs VT
+53.4%
-22.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.5% |
| 7D | +5.6% | -2.3% | +7.9% | +8.7% |
| 30D | +13.3% | -5.0% | +18.2% | +20.5% |
| 3M | -5.1% | -4.9% | -0.2% | +1.0% |
| 6M | +6.4% | -1.5% | +7.9% | +8.2% |
| YTD | +5.7% | +8.5% | -2.8% | -5.3% |
| 1Y | +6.9% | +11.4% | -4.4% | -7.4% |
| 3Y | +10.7% | +70.1% | -59.3% | -45.2% |
| All | +31.1% | +53.4% | -22.3% | -27.2% |
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