+266.4%
MTRN vs VT
+66.2%
+200.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +5.4% |
| 7D | +9.2% | +1.0% | +8.2% | +7.6% |
| 30D | -11.8% | -0.2% | -11.6% | -11.4% |
| 3M | +13.4% | +4.5% | +8.9% | +7.6% |
| 6M | +77.5% | +14.1% | +63.5% | +50.6% |
| YTD | +106.1% | +14.8% | +91.4% | +73.7% |
| 1Y | +126.8% | +21.2% | +105.6% | +78.5% |
| 3Y | +152.5% | +76.6% | +75.9% | +24.8% |
| 5Y | +266.4% | +66.6% | +199.8% | +91.4% |
| All | +266.4% | +66.2% | +200.1% | +91.4% |
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 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