+697.8%
MTZ vs VT
+224.5%
+473.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -1.6% | +0.4% | -2.0% | -2.2% |
| 30D | -11.1% | +1.0% | -12.1% | -12.2% |
| 3M | -36.7% | +2.4% | -39.1% | -38.3% |
| 6M | -21.9% | +12.0% | -33.9% | -32.7% |
| YTD | +9.1% | +15.3% | -6.2% | -9.8% |
| 1Y | +30.0% | +22.6% | +7.4% | -0.6% |
| 3Y | +138.5% | +74.7% | +63.8% | +17.6% |
| 5Y | +158.3% | +66.1% | +92.2% | +36.0% |
| All | +697.8% | +224.5% | +473.3% | +85.3% |
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