+867.9%
MTH vs VT
+345.0%
+522.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | +3.0% |
| 7D | +10.1% | -4.2% | +14.3% | +17.4% |
| 30D | +13.1% | -5.8% | +18.9% | +23.3% |
| 3M | -4.5% | -5.2% | +0.7% | +3.4% |
| 6M | +12.3% | +0.1% | +12.2% | +11.5% |
| YTD | +10.3% | +8.2% | +2.1% | -2.8% |
| 1Y | +10.0% | +10.1% | -0.1% | -5.6% |
| 3Y | +13.6% | +69.7% | -56.0% | -49.5% |
| 5Y | +35.4% | +53.4% | -18.0% | -29.0% |
| 10Y | +402.9% | +219.2% | +183.7% | -10.6% |
| All | +867.9% | +345.0% | +522.9% | +46.9% |
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