+539.5%
MTSI vs VTR
+85.6%
+453.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +4.9% | -2.4% | +7.3% | +5.6% |
| 30D | -11.6% | -3.7% | -7.9% | -10.6% |
| 3M | -24.1% | +13.5% | -37.6% | -27.9% |
| 6M | +32.4% | +7.2% | +25.2% | +27.8% |
| YTD | +60.4% | +17.6% | +42.9% | +50.3% |
| 1Y | +111.0% | +35.4% | +75.6% | +88.0% |
| 3Y | +246.1% | +132.8% | +113.3% | +152.5% |
| 5Y | +340.3% | +88.7% | +251.7% | +239.4% |
| 10Y | +539.5% | +87.6% | +451.9% | +319.5% |
| All | +539.5% | +85.6% | +453.9% | +319.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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