-42.8%
MTRX vs VT
+222.7%
-265.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | -1.7% | -0.1% | -1.5% | -1.5% |
| 30D | -7.9% | -0.7% | -7.3% | -7.2% |
| 3M | -19.6% | +4.0% | -23.6% | -23.5% |
| 6M | -3.3% | +12.3% | -15.6% | -16.6% |
| YTD | -8.7% | +14.0% | -22.7% | -22.7% |
| 1Y | -25.1% | +20.3% | -45.4% | -40.5% |
| 3Y | +33.5% | +75.4% | -41.9% | -33.2% |
| 5Y | -0.8% | +66.0% | -66.8% | -46.4% |
| 10Y | -42.8% | +228.2% | -271.0% | -87.0% |
| All | -42.8% | +222.7% | -265.4% | -87.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling