+46.9%
MTUS vs VT
+223.7%
-176.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +0.8% |
| 7D | -18.1% | +0.4% | -18.4% | -18.3% |
| 30D | -12.6% | -2.6% | -10.0% | -8.8% |
| 3M | -19.4% | -3.2% | -16.1% | -15.0% |
| 6M | -5.3% | +0.9% | -6.3% | -6.8% |
| YTD | +1.8% | +11.3% | -9.5% | -14.7% |
| 1Y | +2.8% | +14.0% | -11.2% | -17.4% |
| 3Y | -11.7% | +75.8% | -87.5% | -64.1% |
| 5Y | +11.3% | +57.8% | -46.5% | -44.2% |
| 10Y | +46.9% | +219.8% | -172.9% | -73.8% |
| All | +46.9% | +223.7% | -176.8% | -73.8% |
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