+131.5%
MTRN vs VT
+20.4%
+111.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | +0.3% |
| 7D | +6.3% | -0.1% | +6.5% | +6.6% |
| 30D | -9.5% | -0.7% | -8.8% | -8.0% |
| 3M | +9.5% | +4.0% | +5.5% | +1.9% |
| 6M | +74.5% | +12.3% | +62.2% | +41.0% |
| YTD | +104.0% | +14.0% | +90.0% | +59.0% |
| 1Y | +131.5% | +20.3% | +111.2% | +59.4% |
| All | +131.5% | +20.4% | +111.1% | +59.4% |
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