+716.4%
MTRN vs VT
+346.0%
+370.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.5% |
| 7D | -16.1% | -2.3% | -13.8% | -13.8% |
| 30D | -36.0% | -5.0% | -31.0% | -31.1% |
| 3M | -33.1% | -4.9% | -28.2% | -27.9% |
| 6M | -5.3% | -1.5% | -3.8% | -1.7% |
| YTD | +50.0% | +8.5% | +41.5% | +36.8% |
| 1Y | +62.2% | +11.4% | +50.8% | +42.6% |
| 3Y | +70.5% | +70.1% | +0.5% | -15.9% |
| 5Y | +103.0% | +53.7% | +49.3% | +16.4% |
| 10Y | +535.5% | +220.0% | +315.5% | +27.3% |
| All | +716.4% | +346.0% | +370.4% | +12.8% |
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