-57.2%
MTUS vs VT
+215.5%
-272.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | -4.1% | -7.7% | -4.9% |
| 7D | -26.4% | -4.2% | -22.3% | -20.9% |
| 30D | -24.7% | -5.8% | -18.9% | -16.6% |
| 3M | -27.1% | -5.2% | -21.9% | -20.2% |
| 6M | -18.3% | +0.1% | -18.4% | -18.8% |
| YTD | -8.2% | +8.2% | -16.4% | -20.6% |
| 1Y | -12.3% | +10.1% | -22.5% | -26.7% |
| 3Y | -20.8% | +69.7% | -90.5% | -68.3% |
| 5Y | +5.1% | +53.4% | -48.2% | -47.9% |
| 10Y | +53.9% | +219.2% | -165.3% | -80.2% |
| All | -57.2% | +215.5% | -272.7% | -94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling