+148.1%
MTZ vs VT
+75.0%
+73.1%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -1.6% | +0.4% | -2.0% | -2.5% |
| 30D | -11.1% | +1.0% | -12.1% | -12.6% |
| 3M | -36.7% | +2.4% | -39.1% | -38.9% |
| 6M | -21.9% | +12.0% | -33.9% | -35.8% |
| YTD | +9.1% | +15.3% | -6.2% | -15.2% |
| 1Y | +30.0% | +22.6% | +7.4% | -9.1% |
| All | +148.1% | +75.0% | +73.1% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling