+74.2%
MTRN vs VT
+11.9%
+62.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.4% |
| 7D | +9.6% | +2.4% | +7.2% | +4.7% |
| 30D | -20.3% | -1.5% | -18.8% | -17.6% |
| 3M | -27.7% | -4.1% | -23.6% | -20.5% |
| 6M | -3.3% | +0.6% | -3.8% | -3.0% |
| YTD | +64.4% | +11.0% | +53.4% | +38.0% |
| 1Y | +74.2% | +13.3% | +60.8% | +41.9% |
| All | +74.2% | +11.9% | +62.3% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling