+17.1%
MTUS vs VT
+57.5%
-40.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.0% |
| 7D | -11.0% | -0.1% | -10.9% | -10.6% |
| 30D | -12.4% | -3.1% | -9.3% | -8.0% |
| 3M | -19.3% | -3.5% | -15.8% | -14.7% |
| 6M | -5.0% | +0.5% | -5.5% | -5.8% |
| YTD | +2.1% | +10.8% | -8.7% | -13.6% |
| 1Y | +8.5% | +11.9% | -3.4% | -9.8% |
| 3Y | -13.0% | +73.0% | -85.9% | -63.9% |
| 5Y | +17.1% | +58.6% | -41.5% | -44.2% |
| All | +17.1% | +57.5% | -40.4% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling