+558.4%
MTSI vs VTEB
+17.5%
+540.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.7% | -4.1% | -4.1% |
| 7D | +4.8% | -1.2% | +6.0% | +6.1% |
| 30D | -9.2% | -2.9% | -6.3% | -6.6% |
| 3M | -23.1% | -3.2% | -20.0% | -20.7% |
| 6M | +23.5% | -2.6% | +26.1% | +26.9% |
| YTD | +59.1% | -1.8% | +60.9% | +62.2% |
| 1Y | +106.9% | +0.2% | +106.6% | +107.0% |
| 3Y | +243.2% | +8.2% | +234.9% | +217.9% |
| 5Y | +324.5% | +0.8% | +323.7% | +318.9% |
| All | +558.4% | +17.5% | +540.9% | +534.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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