+971.4%
MTRN vs VT
+374.2%
+597.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | +2.7% | +0.4% | +2.3% | +2.1% |
| 30D | -17.7% | +1.0% | -18.7% | -18.7% |
| 3M | +7.5% | +2.4% | +5.1% | +5.0% |
| 6M | +52.7% | +12.0% | +40.7% | +32.8% |
| YTD | +96.9% | +15.3% | +81.5% | +64.2% |
| 1Y | +120.8% | +22.6% | +98.3% | +69.8% |
| 3Y | +122.5% | +74.7% | +47.8% | +5.6% |
| 5Y | +242.9% | +66.1% | +176.8% | +75.5% |
| 10Y | +769.0% | +225.0% | +544.0% | +70.3% |
| All | +971.4% | +374.2% | +597.2% | +35.4% |
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 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