+24.9%
MTUS vs VT
+221.8%
-196.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.1% |
| 7D | +1.7% | +2.4% | -0.6% | -1.9% |
| 30D | -18.1% | -1.5% | -16.6% | -16.0% |
| 3M | -21.2% | -4.1% | -17.1% | -15.8% |
| 6M | -5.5% | +0.6% | -6.1% | -6.5% |
| YTD | -1.3% | +11.0% | -12.3% | -17.0% |
| 1Y | +6.1% | +13.3% | -7.3% | -13.8% |
| 3Y | -16.0% | +73.4% | -89.4% | -65.1% |
| 5Y | +9.9% | +57.4% | -47.6% | -44.8% |
| All | +24.9% | +221.8% | -196.8% | -78.9% |
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