+32.9%
MTH vs VT
+66.2%
-33.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -5.2% | +0.4% | -5.7% | -5.8% |
| 30D | -10.2% | +1.0% | -11.1% | -11.2% |
| 3M | -0.6% | +2.4% | -3.0% | -3.7% |
| 6M | -4.4% | +12.0% | -16.4% | -17.3% |
| YTD | +3.8% | +15.3% | -11.6% | -13.8% |
| 1Y | -15.2% | +22.6% | -37.8% | -35.0% |
| 3Y | +1.3% | +74.7% | -73.4% | -51.2% |
| All | +32.9% | +66.2% | -33.3% | -32.9% |
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 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