+514.9%
MTSI vs VT
+224.5%
+290.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +1.4% | +0.4% | +0.9% | +0.6% |
| 30D | +2.1% | +1.0% | +1.1% | +0.6% |
| 3M | -29.7% | +2.4% | -32.1% | -31.3% |
| 6M | +12.5% | +12.0% | +0.5% | -5.0% |
| YTD | +57.0% | +15.3% | +41.7% | +25.9% |
| 1Y | +103.9% | +22.6% | +81.3% | +48.8% |
| 3Y | +223.6% | +74.7% | +148.9% | +37.2% |
| 5Y | +321.6% | +66.1% | +255.4% | +99.8% |
| All | +514.9% | +224.5% | +290.4% | +19.5% |
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